+10.0%
ASIC vs VOO
+27.3%
-17.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.1% |
| 7D | -0.8% | -2.0% | +1.2% | -0.6% |
| 30D | +8.5% | -1.7% | +10.2% | +8.6% |
| 3M | +28.9% | +4.7% | +24.2% | +28.0% |
| 6M | +33.8% | +12.6% | +21.3% | +28.8% |
| YTD | +29.2% | +11.8% | +17.5% | +24.8% |
| 1Y | +28.4% | +17.5% | +10.9% | +21.9% |
| All | +10.0% | +27.3% | -17.3% | +5.1% |
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 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