+102.9%
ASEA vs VOO
+317.9%
-215.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.3% | -0.4% | +0.5% |
| 7D | +0.1% | +0.1% | 0.0% | -0.1% |
| 30D | -3.2% | -3.3% | +0.2% | -1.2% |
| 3M | -8.9% | -2.4% | -6.5% | -7.7% |
| 6M | +1.2% | +2.6% | -1.4% | -0.5% |
| YTD | +9.2% | +11.3% | -2.1% | +2.1% |
| 1Y | +13.6% | +13.4% | +0.2% | +5.0% |
| 3Y | +52.3% | +80.3% | -28.0% | +5.0% |
| 5Y | +55.6% | +72.7% | -17.1% | +9.1% |
| 10Y | +102.9% | +310.0% | -207.1% | -20.4% |
| All | +102.9% | +317.9% | -215.0% | -20.4% |
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 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