+142.2%
AS vs VOO
+60.7%
+81.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.3% | +0.8% | -0.4% |
| 7D | +5.8% | +0.1% | +5.8% | +5.5% |
| 30D | +15.4% | -3.3% | +18.7% | +21.0% |
| 3M | -11.9% | -2.4% | -9.5% | -8.8% |
| 6M | -9.9% | +2.6% | -12.5% | -14.0% |
| YTD | -13.1% | +11.3% | -24.4% | -26.6% |
| 1Y | +9.9% | +13.4% | -3.6% | -10.0% |
| All | +142.2% | +60.7% | +81.5% | +14.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling