+858.2%
ASR vs VOO
+817.1%
+41.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.4% |
| 7D | -0.1% | +0.1% | -0.2% | -0.2% |
| 30D | -5.7% | +0.1% | -5.8% | -5.8% |
| 3M | -12.1% | +2.0% | -14.1% | -13.6% |
| 6M | -24.0% | +13.0% | -37.0% | -31.5% |
| YTD | -18.9% | +13.6% | -32.5% | -27.3% |
| 1Y | -21.9% | +20.1% | -41.9% | -33.3% |
| 3Y | +11.6% | +77.6% | -65.9% | -32.8% |
| 5Y | +77.3% | +82.4% | -5.2% | +2.8% |
| 10Y | +121.7% | +316.8% | -195.2% | -39.8% |
| All | +858.2% | +817.1% | +41.1% | +25.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling