-15.7%
ASMU vs VOO
+8.6%
-24.3%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.4% | +0.8% |
| 7D | -7.4% | -0.6% | -6.9% | -4.0% |
| 30D | -31.3% | -3.6% | -27.6% | -15.8% |
| 3M | -30.3% | -2.7% | -27.6% | -18.8% |
| 6M | -25.5% | +2.2% | -27.7% | -29.3% |
| All | -15.7% | +8.6% | -24.3% | -36.0% |
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