+137.8%
AS vs VOO
+60.2%
+77.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.3% |
| 7D | +4.5% | -0.6% | +5.1% | +5.2% |
| 30D | +13.2% | -3.6% | +16.9% | +19.4% |
| 3M | -11.9% | -2.7% | -9.2% | -8.4% |
| 6M | -11.6% | +2.2% | -13.8% | -15.2% |
| YTD | -14.7% | +10.9% | -25.6% | -27.6% |
| 1Y | +5.7% | +11.3% | -5.6% | -10.8% |
| All | +137.8% | +60.2% | +77.6% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling