+108.0%
ASMH vs VOO
+37.3%
+70.7%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.4% |
| 7D | +11.2% | +3.3% | +7.9% | +5.3% |
| 30D | -10.8% | -2.7% | -8.1% | -6.1% |
| 3M | -13.0% | -1.7% | -11.3% | -10.1% |
| 6M | +5.7% | +3.1% | +2.6% | +1.4% |
| YTD | +51.1% | +11.9% | +39.1% | +28.1% |
| 1Y | +54.2% | +12.1% | +42.1% | +30.7% |
| All | +108.0% | +37.3% | +70.7% | +33.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling