+96.9%
ASA vs VOO
+777.9%
-681.0%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | -0.1% |
| 7D | +3.0% | -2.7% | +5.7% | +4.3% |
| 30D | -7.6% | -5.4% | -2.3% | -5.1% |
| 3M | -7.4% | -4.1% | -3.3% | -5.4% |
| 6M | -24.1% | +0.7% | -24.8% | -23.9% |
| YTD | -15.2% | +8.7% | -23.9% | -17.6% |
| 1Y | +12.5% | +11.0% | +1.6% | +8.5% |
| 3Y | +272.0% | +75.5% | +196.6% | +193.0% |
| 5Y | +140.4% | +68.4% | +72.1% | +90.5% |
| 10Y | +262.1% | +315.7% | -53.6% | +90.7% |
| All | +96.9% | +777.9% | -681.0% | -39.4% |
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