+184.7%
ASG vs VOO
+314.0%
-129.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.7% |
| 7D | +0.2% | +0.5% | -0.3% | -0.3% |
| 30D | -4.1% | -0.9% | -3.2% | -3.2% |
| 3M | +0.5% | +3.9% | -3.4% | -3.2% |
| 6M | +7.4% | +14.5% | -7.1% | -5.7% |
| YTD | +3.4% | +13.0% | -9.5% | -7.9% |
| 1Y | -0.6% | +19.4% | -20.1% | -16.1% |
| 3Y | +29.3% | +78.9% | -49.5% | -25.3% |
| 5Y | -9.3% | +82.3% | -91.6% | -48.3% |
| 10Y | +184.7% | +314.2% | -129.5% | -23.0% |
| All | +184.7% | +314.0% | -129.3% | -23.0% |
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 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