+478.7%
ASC vs VOO
+72.8%
+405.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.3% | +3.9% | +3.8% |
| 7D | -6.9% | -0.6% | -6.3% | -6.6% |
| 30D | -7.2% | -3.6% | -3.5% | -5.2% |
| 3M | +14.3% | -2.7% | +17.1% | +16.0% |
| 6M | -1.7% | +2.2% | -4.0% | -3.2% |
| YTD | +82.2% | +10.9% | +71.3% | +71.6% |
| 1Y | +50.8% | +11.3% | +39.4% | +41.6% |
| 3Y | +61.2% | +76.9% | -15.7% | +13.8% |
| 5Y | +478.7% | +73.5% | +405.2% | +325.0% |
| All | +478.7% | +72.8% | +405.9% | +325.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling