+121.5%
ASMH vs VOO
+21.4%
+100.1%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.5% | -4.6% |
| 7D | -4.5% | +0.3% | -4.7% | -5.1% |
| 30D | -4.6% | +0.2% | -4.8% | -5.2% |
| 3M | -4.6% | +2.8% | -7.4% | -9.8% |
| 6M | +21.7% | +14.3% | +7.4% | -6.3% |
| YTD | +56.4% | +14.0% | +42.4% | +21.8% |
| All | +121.5% | +21.4% | +100.1% | +56.7% |
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