-93.9%
ASST vs VOO
+91.6%
-185.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.8% | +1.0% |
| 7D | +4.3% | -0.6% | +4.9% | +5.9% |
| 30D | -22.5% | -3.6% | -18.8% | -16.3% |
| 3M | +73.2% | -2.7% | +76.0% | +84.3% |
| 6M | +35.4% | +2.2% | +33.1% | +34.2% |
| YTD | +46.0% | +10.9% | +35.1% | +31.0% |
| 1Y | -27.2% | +11.3% | -38.5% | -34.8% |
| 3Y | -41.3% | +76.9% | -118.2% | -71.7% |
| All | -93.9% | +91.6% | -185.5% | -97.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling