-98.0%
ASBP vs VOO
+77.0%
-175.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.3% | -1.8% |
| 7D | -6.5% | -0.4% | -6.1% | -5.8% |
| 30D | +10.5% | -1.4% | +11.9% | +13.6% |
| 3M | +44.2% | +3.7% | +40.5% | +36.0% |
| 6M | +617.5% | +13.0% | +604.5% | +519.5% |
| YTD | +63.1% | +12.4% | +50.6% | +42.0% |
| 1Y | -50.1% | +18.6% | -68.7% | -58.9% |
| All | -98.0% | +77.0% | -175.0% | -98.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling