-3.8%
AS vs VOO
+11.8%
-15.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.5% | -2.4% |
| 7D | -3.6% | +3.3% | -6.9% | -7.7% |
| 30D | +3.4% | -2.7% | +6.1% | +7.2% |
| 3M | -8.6% | -1.7% | -6.9% | -6.6% |
| 6M | -10.0% | +3.1% | -13.2% | -15.2% |
| YTD | -19.2% | +11.9% | -31.1% | -34.5% |
| 1Y | -3.8% | +12.1% | -15.9% | -21.9% |
| All | -3.8% | +11.8% | -15.6% | -21.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling