+55.6%
ASRV vs VOO
+11.8%
+43.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.2% |
| 7D | -3.1% | +3.3% | -6.3% | -3.2% |
| 30D | +9.4% | -2.7% | +12.1% | +9.6% |
| 3M | -4.2% | -1.7% | -2.5% | -4.1% |
| 6M | +27.7% | +3.1% | +24.6% | +26.3% |
| YTD | +52.7% | +11.9% | +40.8% | +47.5% |
| 1Y | +55.6% | +12.1% | +43.6% | +50.5% |
| All | +55.6% | +11.8% | +43.8% | +50.5% |
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