+618.6%
ASM vs VOO
+817.1%
-198.5%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.4% | -4.3% | -4.3% |
| 7D | -1.9% | +0.1% | -2.0% | -1.9% |
| 30D | +13.1% | +0.1% | +13.1% | +13.2% |
| 3M | +7.8% | +2.0% | +5.8% | +7.0% |
| 6M | -15.6% | +13.0% | -28.6% | -23.0% |
| YTD | +18.0% | +13.6% | +4.5% | +7.9% |
| 1Y | +70.1% | +20.1% | +50.0% | +49.1% |
| 3Y | +1,082.3% | +77.6% | +1,004.7% | +656.1% |
| 5Y | +591.5% | +82.4% | +509.1% | +327.2% |
| 10Y | +221.5% | +316.8% | -95.4% | +4.7% |
| All | +618.6% | +817.1% | -198.5% | -3.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling