-86.5%
ASMB vs VOO
+309.6%
-396.1%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.4% | +5.0% | +5.1% |
| 7D | +3.4% | +2.6% | +0.9% | +0.8% |
| 30D | +2.9% | -2.0% | +4.9% | +5.1% |
| 3M | -29.5% | -2.8% | -26.7% | -27.3% |
| 6M | -33.4% | +2.2% | -35.6% | -35.0% |
| YTD | -37.9% | +11.5% | -49.4% | -44.7% |
| 1Y | -40.5% | +13.5% | -54.0% | -48.0% |
| 3Y | +151.4% | +78.1% | +73.3% | +34.6% |
| 5Y | -39.3% | +73.1% | -112.5% | -66.3% |
| All | -86.5% | +309.6% | -396.1% | -96.0% |
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