-38.5%
ASST vs VOO
+75.5%
-114.0%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.3% | +3.9% | +3.7% |
| 7D | -3.4% | -2.7% | -0.6% | +2.0% |
| 30D | -23.9% | -5.4% | -18.5% | -15.2% |
| 3M | +74.2% | -4.1% | +78.3% | +90.1% |
| 6M | +31.8% | +0.7% | +31.0% | +34.6% |
| YTD | +45.3% | +8.7% | +36.6% | +35.7% |
| 1Y | -26.0% | +11.0% | -37.0% | -32.2% |
| 3Y | -38.5% | +75.5% | -114.0% | -24.7% |
| All | -38.5% | +75.5% | -114.0% | -24.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling