+97.0%
ASMH vs VOO
+33.4%
+63.6%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.3% | +5.0% | +4.8% |
| 7D | -8.1% | -2.7% | -5.4% | -3.6% |
| 30D | -19.5% | -5.4% | -14.1% | -11.2% |
| 3M | -12.8% | -4.1% | -8.7% | -6.1% |
| 6M | -1.2% | +0.7% | -2.0% | -1.4% |
| YTD | +43.1% | +8.7% | +34.3% | +27.4% |
| 1Y | +46.5% | +11.0% | +35.5% | +26.8% |
| All | +97.0% | +33.4% | +63.6% | +32.6% |
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