-41.2%
ASIX vs VOO
+77.8%
-119.0%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.8% | +1.8% |
| 7D | +5.8% | +0.1% | +5.7% | +5.7% |
| 30D | -12.0% | +0.1% | -12.1% | -12.2% |
| 3M | -20.1% | +2.0% | -22.1% | -21.8% |
| 6M | -9.5% | +13.0% | -22.6% | -20.4% |
| YTD | +3.4% | +13.6% | -10.1% | -9.3% |
| 1Y | -14.0% | +20.1% | -34.1% | -29.0% |
| All | -41.2% | +77.8% | -119.0% | -67.4% |
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