+123.4%
AS vs VOO
+61.1%
+62.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.5% | -0.3% |
| 7D | -4.9% | +2.6% | -7.4% | -8.4% |
| 30D | +3.9% | -2.0% | +5.9% | +6.7% |
| 3M | -9.6% | -2.8% | -6.8% | -6.0% |
| 6M | -8.7% | +2.2% | -10.8% | -12.3% |
| YTD | -19.8% | +11.5% | -31.4% | -32.6% |
| 1Y | -1.5% | +13.5% | -15.0% | -19.4% |
| All | +123.4% | +61.1% | +62.4% | +4.9% |
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 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