+221.8%
ASMG vs VOO
+33.2%
+188.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.2% | -1.8% |
| 7D | -2.5% | -0.8% | -1.8% | 0.0% |
| 30D | -13.9% | -1.1% | -12.9% | -11.0% |
| 3M | -26.9% | +3.9% | -30.8% | -34.4% |
| 6M | +24.3% | +13.6% | +10.7% | -11.3% |
| YTD | +96.6% | +12.7% | +83.9% | +47.5% |
| 1Y | +223.0% | +17.6% | +205.4% | +120.0% |
| All | +221.8% | +33.2% | +188.7% | +62.9% |
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 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