+319.0%
ASRV vs VOO
+817.1%
-498.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | +5.4% | +0.1% | +5.3% | +5.4% |
| 30D | +9.5% | +0.1% | +9.5% | +9.5% |
| 3M | +34.7% | +2.0% | +32.7% | +33.7% |
| 6M | +33.3% | +13.0% | +20.3% | +27.7% |
| YTD | +62.4% | +13.6% | +48.8% | +55.3% |
| 1Y | +71.5% | +20.1% | +51.4% | +61.0% |
| 3Y | +89.1% | +77.6% | +11.6% | +54.6% |
| 5Y | +63.4% | +82.4% | -19.1% | +30.7% |
| 10Y | +114.0% | +316.8% | -202.8% | +22.8% |
| All | +319.0% | +817.1% | -498.1% | +23.3% |
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