+294.3%
ASC vs VOO
+317.9%
-23.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.3% | -3.2% | -2.7% |
| 7D | -11.7% | +0.1% | -11.7% | -11.7% |
| 30D | -10.4% | -3.3% | -7.1% | -7.8% |
| 3M | +8.3% | -2.4% | +10.7% | +10.3% |
| 6M | -5.2% | +2.6% | -7.8% | -7.7% |
| YTD | +75.9% | +11.3% | +64.6% | +59.8% |
| 1Y | +46.6% | +13.4% | +33.1% | +30.8% |
| 3Y | +56.0% | +80.3% | -24.3% | -9.8% |
| 5Y | +434.1% | +72.7% | +361.4% | +217.2% |
| 10Y | +294.3% | +310.0% | -15.7% | -4.1% |
| All | +294.3% | +317.9% | -23.6% | -4.1% |
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