+12.3%
ASM vs VOO
+14.7%
-2.4%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.6% | +9.4% | +5.4% |
| 7D | -1.0% | -0.7% | -0.3% | +1.8% |
| 30D | -15.1% | -1.1% | -14.0% | -11.3% |
| 3M | -19.8% | -0.3% | -19.5% | -18.4% |
| 6M | -25.2% | +7.4% | -32.6% | -39.2% |
| YTD | -23.7% | +13.4% | -37.0% | -45.4% |
| 1Y | +12.3% | +14.8% | -2.5% | -22.2% |
| All | +12.3% | +14.7% | -2.4% | -22.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling