+137.0%
ASR vs VOO
+317.9%
-180.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.3% | -1.2% | -0.8% |
| 7D | +4.5% | +0.1% | +4.4% | +4.3% |
| 30D | +15.1% | -3.3% | +18.4% | +18.2% |
| 3M | -3.6% | -2.4% | -1.2% | -1.7% |
| 6M | -12.0% | +2.6% | -14.6% | -14.0% |
| YTD | -15.9% | +11.3% | -27.2% | -23.2% |
| 1Y | -11.9% | +13.4% | -25.3% | -20.8% |
| 3Y | +45.7% | +80.3% | -34.6% | -12.5% |
| 5Y | +57.0% | +72.7% | -15.7% | -3.0% |
| 10Y | +137.0% | +310.0% | -173.1% | -42.1% |
| All | +137.0% | +317.9% | -180.9% | -42.1% |
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 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