-51.4%
ASMB vs VOO
+316.2%
-367.5%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.7% |
| 7D | +7.4% | +0.1% | +7.3% | +7.2% |
| 30D | +37.9% | +0.1% | +37.8% | +37.8% |
| 3M | +51.8% | +2.0% | +49.8% | +48.4% |
| 6M | +22.9% | +13.0% | +9.8% | +7.7% |
| YTD | +7.6% | +13.6% | -6.0% | -6.0% |
| 1Y | +57.0% | +20.1% | +36.9% | +29.4% |
| 3Y | +211.2% | +77.6% | +133.7% | +68.6% |
| 5Y | -6.4% | +82.4% | -88.9% | -51.0% |
| All | -51.4% | +316.2% | -367.5% | -87.0% |
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