-64.7%
ASIX vs VOO
+72.6%
-137.3%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | 0.0% |
| 7D | -6.8% | +2.6% | -9.4% | -9.4% |
| 30D | -4.7% | -2.0% | -2.7% | -3.5% |
| 3M | -4.2% | -2.8% | -1.5% | -2.3% |
| 6M | -28.7% | +2.2% | -30.9% | -31.4% |
| YTD | -7.1% | +11.5% | -18.6% | -19.6% |
| 1Y | +0.4% | +13.5% | -13.1% | -14.8% |
| 3Y | -30.7% | +78.1% | -108.8% | -65.9% |
| All | -64.7% | +72.6% | -137.3% | -82.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling