+13.4%
ASIX vs VOO
+309.2%
-295.8%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.3% | +3.3% | +3.2% |
| 7D | +9.5% | -2.7% | +12.2% | +12.4% |
| 30D | +1.1% | -5.4% | +6.5% | +7.0% |
| 3M | -15.7% | -4.1% | -11.6% | -12.4% |
| 6M | -32.0% | +0.7% | -32.8% | -33.7% |
| YTD | -0.3% | +8.7% | -9.0% | -11.9% |
| 1Y | -3.9% | +11.0% | -14.9% | -17.1% |
| 3Y | -27.8% | +75.5% | -103.2% | -64.6% |
| 5Y | -60.7% | +68.4% | -129.1% | -79.6% |
| 10Y | +26.5% | +315.7% | -289.2% | -77.9% |
| All | +13.4% | +309.2% | -295.8% | -79.5% |
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