+60.5%
ASO vs VOO
+12.4%
+48.1%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +2.3% | +3.5% | +4.0% |
| 7D | +15.1% | +0.1% | +15.0% | +14.8% |
| 30D | +33.1% | -3.3% | +36.4% | +36.1% |
| 3M | +48.3% | -2.4% | +50.7% | +50.6% |
| 6M | +32.3% | +2.6% | +29.7% | +28.2% |
| YTD | +43.7% | +11.3% | +32.5% | +30.3% |
| All | +60.5% | +12.4% | +48.1% | +45.2% |
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