+133.7%
AS vs VOO
+56.6%
+77.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.4% | +2.1% | +4.3% |
| 7D | +7.1% | -4.7% | +11.8% | +14.8% |
| 30D | +12.8% | -5.9% | +18.7% | +23.3% |
| 3M | -14.7% | -4.5% | -10.2% | -8.9% |
| 6M | -9.9% | +1.9% | -11.8% | -13.3% |
| YTD | -16.1% | +8.4% | -24.5% | -26.4% |
| 1Y | +0.2% | +9.5% | -9.3% | -13.3% |
| All | +133.7% | +56.6% | +77.2% | +14.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling