+1,336.9%
ASND vs VOO
+360.2%
+976.7%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.1% |
| 7D | +9.1% | +0.1% | +9.0% | +9.1% |
| 30D | +10.8% | +0.1% | +10.7% | +10.7% |
| 3M | +23.6% | +2.0% | +21.6% | +21.8% |
| 6M | +12.1% | +13.0% | -0.9% | +2.8% |
| YTD | +26.9% | +13.6% | +13.3% | +15.7% |
| 1Y | +36.6% | +20.1% | +16.5% | +19.4% |
| 3Y | +175.3% | +77.6% | +97.8% | +80.5% |
| 5Y | +62.0% | +82.4% | -20.4% | +4.1% |
| 10Y | +1,294.6% | +316.8% | +977.8% | +403.3% |
| All | +1,336.9% | +360.2% | +976.7% | +381.6% |
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