+85.1%
ASC vs VOO
+441.3%
-356.2%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -4.4% | -3.1% | -3.7% |
| 7D | -19.8% | -4.7% | -15.1% | -16.3% |
| 30D | -9.2% | -5.9% | -3.3% | -4.2% |
| 3M | +8.8% | -4.5% | +13.3% | +13.1% |
| 6M | -3.9% | +1.9% | -5.7% | -6.0% |
| YTD | +74.0% | +8.4% | +65.6% | +61.1% |
| 1Y | +47.9% | +9.5% | +38.4% | +35.5% |
| 3Y | +48.3% | +75.3% | -27.0% | -13.9% |
| 5Y | +425.7% | +67.9% | +357.8% | +212.9% |
| 10Y | +297.0% | +314.4% | -17.4% | -10.6% |
| All | +85.1% | +441.3% | -356.2% | -66.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling