+26.3%
ASBA vs VOO
+92.9%
-66.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.4% | +4.3% | +1.5% |
| 7D | +0.1% | -4.7% | +4.8% | +1.9% |
| 30D | -1.4% | -5.9% | +4.5% | +0.8% |
| 3M | +1.6% | -4.5% | +6.1% | +3.2% |
| 6M | +1.8% | +1.9% | -0.1% | +0.6% |
| YTD | +4.3% | +8.4% | -4.1% | +0.4% |
| 1Y | +6.8% | +9.5% | -2.7% | +2.4% |
| 3Y | +41.0% | +75.3% | -34.3% | -10.2% |
| All | +26.3% | +92.9% | -66.6% | -32.9% |
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