-1.2%
ASIC vs VOO
+27.5%
-28.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | -0.8% | +3.3% | -4.0% | -1.0% |
| 30D | -5.9% | -2.7% | -3.2% | -5.6% |
| 3M | -0.4% | -1.7% | +1.4% | -0.1% |
| 6M | +25.8% | +3.1% | +22.7% | +25.1% |
| YTD | +16.1% | +11.9% | +4.1% | +12.2% |
| 1Y | +33.4% | +12.1% | +21.3% | +28.4% |
| All | -1.2% | +27.5% | -28.7% | -5.5% |
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