+441.1%
ASC vs VOO
+67.9%
+373.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.6% | +1.8% |
| 7D | -16.9% | -2.7% | -14.2% | -15.6% |
| 30D | -5.7% | -5.4% | -0.4% | -2.8% |
| 3M | +7.1% | -4.1% | +11.2% | +9.6% |
| 6M | -0.6% | +0.7% | -1.4% | -1.3% |
| YTD | +77.3% | +8.7% | +68.6% | +68.8% |
| 1Y | +45.7% | +11.0% | +34.7% | +37.0% |
| 3Y | +51.6% | +75.5% | -23.9% | +7.2% |
| All | +441.1% | +67.9% | +373.2% | +312.1% |
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 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