-93.5%
ASST vs VOO
+94.1%
-187.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +1.3% | +6.4% | +5.4% |
| 7D | +1.2% | -0.9% | +2.1% | +3.3% |
| 30D | -16.3% | -2.3% | -13.9% | -11.6% |
| 3M | +83.8% | -1.2% | +85.0% | +90.5% |
| 6M | +29.2% | +3.3% | +25.9% | +25.8% |
| YTD | +57.2% | +12.3% | +44.9% | +38.1% |
| 1Y | -14.7% | +12.5% | -27.2% | -25.0% |
| 3Y | -36.8% | +79.2% | -116.0% | -70.1% |
| All | -93.5% | +94.1% | -187.5% | -97.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling