-1.1%
ASIC vs VOO
+27.0%
-28.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | +1.2% | +2.6% | -1.3% | +1.0% |
| 30D | -6.8% | -2.0% | -4.8% | -6.6% |
| 3M | -2.7% | -2.8% | +0.1% | -2.4% |
| 6M | +26.0% | +2.2% | +23.8% | +25.5% |
| YTD | +16.1% | +11.5% | +4.6% | +12.3% |
| 1Y | +30.5% | +13.5% | +17.0% | +25.8% |
| All | -1.1% | +27.0% | -28.2% | -5.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling