-13.4%
ASIX vs VOO
+14.7%
-28.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -0.7% |
| 7D | +0.1% | -0.7% | +0.8% | +0.2% |
| 30D | -5.8% | -1.1% | -4.8% | -5.6% |
| 3M | -22.7% | -0.3% | -22.3% | -22.6% |
| 6M | -37.9% | +7.4% | -45.3% | -39.4% |
| YTD | -8.0% | +13.4% | -21.4% | -12.1% |
| 1Y | -13.4% | +14.8% | -28.2% | -18.8% |
| All | -13.4% | +14.7% | -28.1% | -18.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling