-40.4%
ASST vs VOO
+78.4%
-118.8%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.3% | -4.0% |
| 7D | +3.2% | +0.1% | +3.1% | +3.6% |
| 30D | -22.8% | -3.3% | -19.5% | -17.2% |
| 3M | +72.0% | -2.4% | +74.4% | +81.8% |
| 6M | +34.8% | +2.6% | +32.2% | +33.0% |
| YTD | +45.4% | +11.3% | +34.1% | +30.2% |
| 1Y | -28.9% | +13.4% | -42.4% | -37.5% |
| 3Y | -40.4% | +80.3% | -120.7% | -19.9% |
| All | -40.4% | +78.4% | -118.8% | -19.9% |
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