-92.3%
ASST vs VOO
+95.2%
-187.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.6% | +1.0% |
| 7D | +13.2% | +0.5% | +12.6% | +12.3% |
| 30D | +117.6% | -0.9% | +118.6% | +121.3% |
| 3M | +78.6% | +3.9% | +74.7% | +68.9% |
| 6M | +212.2% | +14.5% | +197.6% | +158.2% |
| YTD | +84.0% | +13.0% | +71.1% | +57.8% |
| 1Y | -74.5% | +19.4% | -93.9% | -79.2% |
| 3Y | -58.3% | +78.9% | -137.1% | -80.4% |
| All | -92.3% | +95.2% | -187.5% | -96.6% |
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 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