+233.2%
ASMG vs VOO
+18.9%
+214.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -2.2% |
| 7D | +4.7% | -0.4% | +5.1% | +5.7% |
| 30D | -3.0% | -1.4% | -1.7% | +2.7% |
| 3M | -14.3% | +3.7% | -18.0% | -25.9% |
| 6M | +33.8% | +13.0% | +20.8% | -15.6% |
| YTD | +103.6% | +12.4% | +91.2% | +35.6% |
| 1Y | +233.2% | +18.6% | +214.6% | +69.1% |
| All | +233.2% | +18.9% | +214.4% | +69.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling