+900.0%
ASM vs VOO
+79.1%
+820.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.3% | -3.8% | -3.5% |
| 7D | -3.9% | +3.3% | -7.2% | -9.5% |
| 30D | -15.4% | -2.7% | -12.7% | -10.6% |
| 3M | -38.4% | -1.7% | -36.6% | -36.0% |
| 6M | -44.8% | +3.1% | -47.9% | -46.3% |
| YTD | -29.1% | +11.9% | -41.1% | -38.6% |
| 1Y | -11.8% | +12.1% | -23.9% | -23.3% |
| All | +900.0% | +79.1% | +820.9% | +342.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling