-90.3%
ASMB vs VOO
+720.1%
-810.4%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.7% |
| 7D | +7.4% | +0.1% | +7.3% | +7.3% |
| 30D | +37.9% | +0.1% | +37.8% | +37.8% |
| 3M | +51.8% | +2.0% | +49.8% | +48.6% |
| 6M | +22.9% | +13.0% | +9.8% | +8.7% |
| YTD | +7.6% | +13.6% | -6.0% | -5.1% |
| 1Y | +57.0% | +20.1% | +36.9% | +31.3% |
| 3Y | +211.2% | +77.6% | +133.7% | +76.9% |
| 5Y | -6.4% | +82.4% | -88.9% | -48.5% |
| 10Y | -50.2% | +316.8% | -367.1% | -86.9% |
| All | -90.3% | +720.1% | -810.4% | -98.3% |
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