+32.3%
ASR vs VOO
+75.5%
-43.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.5% |
| 7D | +5.2% | -2.7% | +7.9% | +7.2% |
| 30D | +14.4% | -5.4% | +19.7% | +19.1% |
| 3M | -5.0% | -4.1% | -0.9% | -2.1% |
| 6M | -13.4% | +0.7% | -14.2% | -14.1% |
| YTD | -16.9% | +8.7% | -25.6% | -22.1% |
| 1Y | -12.7% | +11.0% | -23.7% | -19.5% |
| 3Y | +32.3% | +75.5% | -43.2% | -22.4% |
| All | +32.3% | +75.5% | -43.2% | -22.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling