+336.5%
ASA vs VOO
+77.0%
+259.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.7% |
| 7D | -1.2% | -0.4% | -0.8% | -0.9% |
| 30D | +7.8% | -1.4% | +9.2% | +9.0% |
| 3M | +15.4% | +3.7% | +11.7% | +12.6% |
| 6M | -12.2% | +13.0% | -25.2% | -18.4% |
| YTD | +5.6% | +12.4% | -6.9% | -1.5% |
| 1Y | +57.8% | +18.6% | +39.2% | +43.8% |
| All | +336.5% | +77.0% | +259.5% | +233.4% |
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