+1,206.2%
ASND vs VOO
+321.7%
+884.4%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.6% |
| 7D | -3.6% | -2.0% | -1.7% | -2.3% |
| 30D | +2.6% | -1.7% | +4.3% | +3.8% |
| 3M | +24.5% | +4.7% | +19.8% | +20.3% |
| 6M | +8.6% | +12.6% | -3.9% | -0.2% |
| YTD | +22.5% | +11.8% | +10.7% | +12.8% |
| 1Y | +31.6% | +17.5% | +14.1% | +16.6% |
| 3Y | +167.7% | +77.0% | +90.7% | +74.3% |
| 5Y | +69.1% | +82.6% | -13.4% | +7.5% |
| All | +1,206.2% | +321.7% | +884.4% | +374.1% |
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