+294.1%
ASRV vs VOO
+798.5%
-504.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.3% | -4.0% | -2.4% |
| 7D | +2.2% | +0.1% | +2.1% | +2.0% |
| 30D | +8.4% | -3.3% | +11.7% | +9.5% |
| 3M | -3.3% | -2.4% | -0.9% | -2.7% |
| 6M | +31.2% | +2.6% | +28.6% | +29.8% |
| YTD | +52.7% | +11.3% | +41.4% | +46.8% |
| 1Y | +60.2% | +13.4% | +46.8% | +53.0% |
| 3Y | +101.8% | +80.3% | +21.5% | +63.8% |
| 5Y | +48.3% | +72.7% | -24.4% | +20.9% |
| 10Y | +96.1% | +310.0% | -213.9% | +12.9% |
| All | +294.1% | +798.5% | -504.4% | +16.6% |
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