+439.3%
ASO vs VOO
+141.4%
+298.0%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -1.2% |
| 7D | +13.6% | -2.7% | +16.3% | +17.5% |
| 30D | +27.8% | -5.4% | +33.2% | +36.8% |
| 3M | +42.5% | -4.1% | +46.5% | +49.6% |
| 6M | +24.3% | +0.7% | +23.5% | +21.9% |
| YTD | +35.8% | +8.7% | +27.1% | +20.2% |
| 1Y | +47.7% | +11.0% | +36.8% | +27.1% |
| 3Y | +41.4% | +75.5% | -34.1% | -32.1% |
| 5Y | +52.4% | +68.4% | -16.0% | -22.8% |
| All | +439.3% | +141.4% | +298.0% | +122.3% |
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