+308.9%
ASO vs VOO
+149.6%
+159.3%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.4% | -0.5% | +14.9% | +15.0% |
| 7D | +17.3% | -0.4% | +17.7% | +17.7% |
| 30D | +2.5% | -1.4% | +3.9% | +4.3% |
| 3M | +1.9% | +3.7% | -1.9% | -3.3% |
| 6M | -13.2% | +13.0% | -26.2% | -26.7% |
| YTD | +3.0% | +12.4% | -9.5% | -12.4% |
| 1Y | +6.1% | +18.6% | -12.5% | -15.9% |
| 3Y | +3.0% | +78.1% | -75.0% | -51.2% |
| 5Y | +20.5% | +82.3% | -61.7% | -43.4% |
| All | +308.9% | +149.6% | +159.3% | +62.0% |
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 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