+89.4%
ASMB vs VOO
+75.0%
+14.4%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.4% | +5.0% | +5.3% |
| 7D | -4.1% | -4.7% | +0.6% | +0.7% |
| 30D | -9.8% | -5.9% | -3.9% | -3.9% |
| 3M | -24.6% | -4.5% | -20.1% | -20.9% |
| 6M | -32.3% | +1.9% | -34.2% | -33.9% |
| YTD | -41.2% | +8.4% | -49.6% | -46.1% |
| 1Y | -37.7% | +9.5% | -47.2% | -43.5% |
| All | +89.4% | +75.0% | +14.4% | +4.0% |
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 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