+6.2%
ASIX vs VOO
+321.3%
-315.2%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.3% | +2.4% |
| 7D | -3.1% | +3.3% | -6.3% | -6.8% |
| 30D | -5.4% | -2.7% | -2.7% | -3.2% |
| 3M | +0.5% | -1.7% | +2.2% | +1.4% |
| 6M | -28.8% | +3.1% | -31.9% | -32.5% |
| YTD | -6.7% | +11.9% | -18.6% | -20.5% |
| 1Y | +0.9% | +12.1% | -11.1% | -14.1% |
| 3Y | -30.2% | +78.6% | -108.7% | -66.5% |
| 5Y | -65.0% | +73.8% | -138.8% | -82.6% |
| 10Y | +6.2% | +312.3% | -306.1% | -81.4% |
| All | +6.2% | +321.3% | -315.2% | -81.5% |
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