+212.0%
ASM vs VOO
+314.0%
-102.0%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.1% | +0.2% |
| 7D | +4.1% | +0.5% | +3.6% | +3.6% |
| 30D | +6.1% | -0.9% | +7.0% | +7.2% |
| 3M | +22.1% | +3.9% | +18.2% | +18.5% |
| 6M | -6.8% | +14.5% | -21.3% | -16.6% |
| YTD | +17.6% | +13.0% | +4.6% | +7.4% |
| 1Y | +70.6% | +19.4% | +51.1% | +49.1% |
| 3Y | +1,116.7% | +78.9% | +1,037.8% | +659.6% |
| 5Y | +637.4% | +82.3% | +555.1% | +346.0% |
| 10Y | +212.0% | +314.2% | -102.2% | +27.4% |
| All | +212.0% | +314.0% | -102.0% | +27.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling