-98.0%
ASBP vs VOO
+76.3%
-174.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.7% | +0.3% | +19.4% | +19.3% |
| 7D | -0.2% | -2.7% | +2.5% | +3.1% |
| 30D | -6.3% | -5.4% | -0.9% | -0.1% |
| 3M | +14.6% | -4.1% | +18.6% | +20.4% |
| 6M | +4,249.5% | +0.7% | +4,248.7% | +4,329.0% |
| YTD | +53.2% | +8.7% | +44.5% | +49.0% |
| 1Y | -23.7% | +11.0% | -34.6% | -26.6% |
| 3Y | -98.1% | +75.5% | -173.6% | -98.3% |
| All | -98.0% | +76.3% | -174.2% | -98.2% |
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