+105.8%
ASA vs VOO
+798.5%
-692.7%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.3% | +2.2% | +3.4% |
| 7D | +6.7% | +0.1% | +6.6% | +6.6% |
| 30D | -6.2% | -3.3% | -2.9% | -4.6% |
| 3M | -8.5% | -2.4% | -6.1% | -7.3% |
| 6M | -23.5% | +2.6% | -26.1% | -24.0% |
| YTD | -11.3% | +11.3% | -22.6% | -14.8% |
| 1Y | +15.4% | +13.4% | +1.9% | +10.0% |
| 3Y | +299.4% | +80.3% | +219.1% | +210.6% |
| 5Y | +148.6% | +72.7% | +75.9% | +94.7% |
| 10Y | +291.1% | +310.0% | -18.9% | +107.7% |
| All | +105.8% | +798.5% | -692.7% | -37.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling