+48.7%
ASC vs VOO
+75.0%
-26.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -4.4% | -3.1% | -5.5% |
| 7D | -19.8% | -4.7% | -15.1% | -17.9% |
| 30D | -9.2% | -5.9% | -3.3% | -6.6% |
| 3M | +8.8% | -4.5% | +13.3% | +11.2% |
| 6M | -3.9% | +1.9% | -5.7% | -5.0% |
| YTD | +74.0% | +8.4% | +65.6% | +66.8% |
| 1Y | +47.9% | +9.5% | +38.4% | +41.0% |
| All | +48.7% | +75.0% | -26.3% | +7.4% |
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