-71.9%
ASLE vs VOO
+72.6%
-144.5%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.6% |
| 7D | +12.2% | +2.6% | +9.6% | +9.6% |
| 30D | +10.0% | -2.0% | +12.0% | +12.1% |
| 3M | -10.0% | -2.8% | -7.2% | -7.5% |
| 6M | -20.5% | +2.2% | -22.7% | -22.6% |
| YTD | -27.6% | +11.5% | -39.1% | -35.5% |
| 1Y | -13.3% | +13.5% | -26.8% | -24.1% |
| 3Y | -61.9% | +78.1% | -140.0% | -79.3% |
| All | -71.9% | +72.6% | -144.5% | -83.6% |
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