+7.9%
ASM vs VOO
+12.4%
-4.5%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.3% | +3.2% | -1.8% |
| 7D | +12.1% | +0.1% | +12.0% | +10.9% |
| 30D | -11.5% | -3.3% | -8.2% | -1.2% |
| 3M | -28.6% | -2.4% | -26.2% | -22.9% |
| 6M | -28.8% | +2.6% | -31.4% | -33.4% |
| YTD | -20.9% | +11.3% | -32.2% | -40.4% |
| All | +7.9% | +12.4% | -4.5% | -18.7% |
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 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