+155.9%
ASR vs VOO
+306.9%
-151.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.9% |
| 7D | +4.0% | -0.6% | +4.5% | +4.3% |
| 30D | +15.8% | -3.6% | +19.5% | +19.3% |
| 3M | -2.3% | -2.7% | +0.5% | -0.1% |
| 6M | -11.5% | +2.2% | -13.7% | -13.3% |
| YTD | -15.4% | +10.9% | -26.3% | -22.5% |
| 1Y | -9.6% | +11.3% | -20.9% | -17.5% |
| 3Y | +43.9% | +76.9% | -33.0% | -12.2% |
| 5Y | +60.7% | +73.5% | -12.8% | -1.2% |
| 10Y | +155.9% | +307.7% | -151.8% | -37.8% |
| All | +155.9% | +306.9% | -151.0% | -37.8% |
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