+304.7%
ASC vs VOO
+309.9%
-5.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.6% | +1.7% |
| 7D | -16.9% | -2.7% | -14.2% | -14.9% |
| 30D | -5.7% | -5.4% | -0.4% | -1.3% |
| 3M | +7.1% | -4.1% | +11.2% | +10.8% |
| 6M | -0.6% | +0.7% | -1.4% | -1.8% |
| YTD | +77.3% | +8.7% | +68.6% | +64.4% |
| 1Y | +45.7% | +11.0% | +34.7% | +32.5% |
| 3Y | +51.6% | +75.5% | -23.9% | -10.3% |
| 5Y | +435.8% | +68.4% | +367.5% | +225.4% |
| All | +304.7% | +309.9% | -5.2% | +4.5% |
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