+97.1%
ASGI vs VOO
+149.5%
-52.5%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +1.0% |
| 7D | +1.8% | -2.7% | +4.5% | +3.1% |
| 30D | +9.3% | -5.4% | +14.6% | +12.2% |
| 3M | -9.8% | -4.1% | -5.8% | -8.1% |
| 6M | -8.6% | +0.7% | -9.4% | -9.1% |
| YTD | +2.9% | +8.7% | -5.8% | -1.4% |
| 1Y | +14.4% | +11.0% | +3.5% | +8.6% |
| 3Y | +81.6% | +75.5% | +6.2% | +34.7% |
| 5Y | +65.4% | +68.4% | -2.9% | +22.2% |
| All | +97.1% | +149.5% | -52.5% | +29.4% |
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