+94.9%
ASB vs VOO
+314.4%
-219.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -1.3% |
| 7D | -1.3% | -0.9% | -0.4% | -0.4% |
| 30D | +7.4% | -2.3% | +9.7% | +9.9% |
| 3M | -2.1% | -1.2% | -1.0% | -1.3% |
| 6M | +12.7% | +3.3% | +9.4% | +7.9% |
| YTD | +23.3% | +12.3% | +10.9% | +7.5% |
| 1Y | +25.5% | +12.5% | +13.0% | +9.2% |
| 3Y | +104.7% | +79.2% | +25.6% | +7.9% |
| 5Y | +57.4% | +75.7% | -18.3% | -15.4% |
| 10Y | +94.9% | +313.7% | -218.7% | -64.8% |
| All | +94.9% | +314.4% | -219.5% | -64.8% |
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