+100.4%
ASM vs VOO
+309.9%
-209.5%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.2% |
| 7D | +7.1% | -2.7% | +9.9% | +10.3% |
| 30D | -12.6% | -5.4% | -7.2% | -7.2% |
| 3M | -27.1% | -4.1% | -23.1% | -23.6% |
| 6M | -31.7% | +0.7% | -32.5% | -30.9% |
| YTD | -25.1% | +8.7% | -33.8% | -28.6% |
| 1Y | +12.3% | +11.0% | +1.4% | +5.7% |
| 3Y | +889.4% | +75.5% | +813.9% | +535.3% |
| 5Y | +384.4% | +68.4% | +316.0% | +216.9% |
| All | +100.4% | +309.9% | -209.5% | +8.7% |
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