+289.7%
ASC vs VOO
+309.6%
-19.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +3.0% | +2.9% |
| 7D | +12.1% | +2.6% | +9.5% | +9.6% |
| 30D | -0.8% | -2.0% | +1.2% | +0.9% |
| 3M | +18.0% | -2.8% | +20.8% | +20.6% |
| 6M | +11.6% | +2.2% | +9.4% | +8.9% |
| YTD | +98.7% | +11.5% | +87.2% | +80.2% |
| 1Y | +64.0% | +13.5% | +50.5% | +46.4% |
| 3Y | +77.4% | +78.1% | -0.7% | +3.7% |
| 5Y | +496.1% | +73.1% | +423.0% | +253.1% |
| All | +289.7% | +309.6% | -19.9% | -9.7% |
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