-97.8%
ASBP vs VOO
+82.3%
-180.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.3% | -2.2% |
| 7D | -6.5% | -0.4% | -6.1% | -6.1% |
| 30D | +10.5% | -1.4% | +11.9% | +12.2% |
| 3M | +44.2% | +3.7% | +40.5% | +39.9% |
| 6M | +617.5% | +13.0% | +604.5% | +567.3% |
| YTD | +63.1% | +12.4% | +50.6% | +52.4% |
| 1Y | -50.1% | +18.6% | -68.7% | -54.5% |
| 3Y | -98.0% | +78.1% | -176.1% | -98.3% |
| All | -97.8% | +82.3% | -180.1% | -98.1% |
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