+11.0%
ASIC vs VOO
+29.4%
-18.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | +3.0% | +0.1% | +2.9% | +3.0% |
| 30D | +11.4% | +0.1% | +11.4% | +11.4% |
| 3M | +40.9% | +2.0% | +38.9% | +41.0% |
| 6M | +23.7% | +13.0% | +10.7% | +19.3% |
| YTD | +30.4% | +13.6% | +16.8% | +25.8% |
| 1Y | +22.1% | +20.1% | +2.0% | +15.6% |
| All | +11.0% | +29.4% | -18.4% | +5.9% |
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