-12.7%
ASR vs VOO
+9.9%
-22.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.5% |
| 7D | +5.2% | -2.7% | +7.9% | +7.4% |
| 30D | +14.4% | -5.4% | +19.7% | +19.8% |
| 3M | -5.0% | -4.1% | -0.9% | -1.7% |
| 6M | -13.4% | +0.7% | -14.2% | -14.7% |
| YTD | -16.9% | +8.7% | -25.6% | -24.6% |
| 1Y | -12.7% | +11.0% | -23.7% | -21.0% |
| All | -12.7% | +9.9% | -22.7% | -21.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling