+337.1%
ASA vs VOO
+315.3%
+21.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.5% |
| 7D | -1.2% | -0.4% | -0.8% | -1.0% |
| 30D | +7.8% | -1.4% | +9.2% | +8.5% |
| 3M | +15.4% | +3.7% | +11.7% | +13.7% |
| 6M | -12.2% | +13.0% | -25.2% | -16.3% |
| YTD | +5.6% | +12.4% | -6.9% | +0.9% |
| 1Y | +57.8% | +18.6% | +39.2% | +47.8% |
| 3Y | +341.3% | +78.1% | +263.3% | +249.5% |
| 5Y | +208.5% | +82.3% | +126.3% | +139.2% |
| 10Y | +337.1% | +322.5% | +14.6% | +155.5% |
| All | +337.1% | +315.3% | +21.8% | +155.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling