+134.9%
AS vs VOO
+57.0%
+77.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | 0.0% |
| 7D | +6.9% | -2.7% | +9.6% | +11.2% |
| 30D | +16.0% | -5.4% | +21.4% | +25.6% |
| 3M | -12.8% | -4.1% | -8.8% | -7.5% |
| 6M | -15.4% | +0.7% | -16.1% | -17.1% |
| YTD | -15.7% | +8.7% | -24.5% | -26.3% |
| 1Y | +6.1% | +11.0% | -4.9% | -10.2% |
| All | +134.9% | +57.0% | +77.8% | +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 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