+286.1%
ASB vs VOO
+777.9%
-491.8%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.9% |
| 7D | +0.2% | -2.7% | +2.9% | +3.3% |
| 30D | +6.9% | -5.4% | +12.2% | +13.6% |
| 3M | -1.8% | -4.1% | +2.3% | +2.6% |
| 6M | +6.9% | +0.7% | +6.1% | +5.1% |
| YTD | +20.9% | +8.7% | +12.2% | +8.7% |
| 1Y | +24.5% | +11.0% | +13.5% | +9.2% |
| 3Y | +95.2% | +75.5% | +19.7% | +1.3% |
| 5Y | +60.3% | +68.4% | -8.1% | -13.2% |
| 10Y | +118.3% | +315.7% | -197.4% | -61.1% |
| All | +286.1% | +777.9% | -491.8% | -77.4% |
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