+132.3%
ASR vs VOO
+321.7%
-189.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.5% |
| 7D | -2.3% | -2.0% | -0.3% | -0.6% |
| 30D | -7.5% | -1.7% | -5.9% | -6.2% |
| 3M | -9.1% | +4.7% | -13.9% | -12.6% |
| 6M | -23.7% | +12.6% | -36.2% | -30.9% |
| YTD | -20.9% | +11.8% | -32.6% | -27.9% |
| 1Y | -24.0% | +17.5% | -41.6% | -33.8% |
| 3Y | +16.2% | +77.0% | -60.8% | -29.2% |
| 5Y | +72.8% | +82.6% | -9.8% | +1.3% |
| All | +132.3% | +321.7% | -189.4% | -45.1% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling