+248.3%
ASMG vs VOO
+33.5%
+214.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.6% | +6.0% | +7.3% |
| 7D | +11.7% | +0.5% | +11.1% | +9.1% |
| 30D | +0.7% | -0.9% | +1.6% | +3.5% |
| 3M | -7.8% | +3.9% | -11.7% | -16.8% |
| 6M | +54.1% | +14.5% | +39.6% | +7.4% |
| YTD | +112.8% | +13.0% | +99.8% | +58.3% |
| 1Y | +255.6% | +19.4% | +236.2% | +131.5% |
| All | +248.3% | +33.5% | +214.8% | +74.8% |
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