+292.4%
ASRV vs VOO
+795.4%
-503.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | +3.7% | -0.6% | +4.3% | +3.9% |
| 30D | +7.9% | -3.6% | +11.6% | +9.1% |
| 3M | -8.2% | -2.7% | -5.4% | -7.5% |
| 6M | +30.7% | +2.2% | +28.4% | +29.4% |
| YTD | +52.1% | +10.9% | +41.2% | +46.4% |
| 1Y | +58.5% | +11.3% | +47.2% | +52.4% |
| 3Y | +101.7% | +76.9% | +24.8% | +64.8% |
| 5Y | +47.7% | +73.5% | -25.8% | +20.2% |
| 10Y | +92.3% | +307.7% | -215.4% | +10.9% |
| All | +292.4% | +795.4% | -503.0% | +16.2% |
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