+141.6%
ASM vs VOO
+314.4%
-172.8%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.4% | -2.4% |
| 7D | -3.2% | -0.9% | -2.3% | -2.2% |
| 30D | -15.0% | -2.3% | -12.7% | -12.6% |
| 3M | -37.8% | -1.2% | -36.6% | -36.7% |
| 6M | -39.0% | +3.3% | -42.3% | -39.8% |
| YTD | -26.1% | +12.3% | -38.4% | -31.8% |
| 1Y | 0.0% | +12.5% | -12.5% | -7.5% |
| 3Y | +992.9% | +79.2% | +913.7% | +585.5% |
| 5Y | +337.1% | +75.7% | +261.5% | +173.9% |
| 10Y | +141.6% | +313.7% | -172.1% | +25.9% |
| All | +141.6% | +314.4% | -172.8% | +25.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling