+132.5%
ASMG vs VOO
+31.8%
+100.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +1.1% |
| 7D | +9.7% | +2.6% | +7.1% | +1.1% |
| 30D | -22.3% | -2.0% | -20.3% | -14.3% |
| 3M | -40.2% | -2.8% | -37.5% | -32.2% |
| 6M | -26.8% | +2.2% | -29.0% | -26.5% |
| YTD | +42.1% | +11.5% | +30.5% | +14.3% |
| 1Y | +51.4% | +13.5% | +37.9% | +17.0% |
| All | +132.5% | +31.8% | +100.8% | +26.2% |
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