+464.4%
ASO vs VOO
+146.2%
+318.2%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.7% |
| 7D | +15.7% | -0.6% | +16.2% | +16.5% |
| 30D | +31.6% | -3.6% | +35.2% | +37.7% |
| 3M | +41.5% | -2.7% | +44.2% | +46.1% |
| 6M | +30.9% | +2.2% | +28.6% | +26.1% |
| YTD | +42.1% | +10.9% | +31.2% | +22.7% |
| 1Y | +58.7% | +11.3% | +47.4% | +36.3% |
| 3Y | +58.6% | +76.9% | -18.3% | -24.6% |
| 5Y | +61.0% | +73.5% | -12.5% | -21.1% |
| All | +464.4% | +146.2% | +318.2% | +127.0% |
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 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