+230.3%
ASMG vs VOO
+34.2%
+196.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -0.4% | +8.9% | +9.8% |
| 7D | +1.9% | +0.1% | +1.8% | +1.2% |
| 30D | +2.1% | +0.1% | +2.1% | +1.6% |
| 3M | -14.5% | +2.0% | -16.5% | -17.3% |
| 6M | +24.2% | +13.0% | +11.2% | -9.6% |
| YTD | +101.8% | +13.6% | +88.2% | +47.5% |
| 1Y | +276.2% | +20.1% | +256.1% | +140.7% |
| All | +230.3% | +34.2% | +196.1% | +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 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