-94.2%
ASST vs VOO
+87.3%
-181.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -4.4% | -5.8% | -2.5% |
| 7D | -17.3% | -4.7% | -12.6% | -9.3% |
| 30D | -30.8% | -5.9% | -24.9% | -22.0% |
| 3M | +65.4% | -4.5% | +69.9% | +82.0% |
| 6M | +24.7% | +1.9% | +22.9% | +24.9% |
| YTD | +39.5% | +8.4% | +31.1% | +30.4% |
| 1Y | -29.5% | +9.5% | -38.9% | -34.7% |
| 3Y | -41.2% | +75.3% | -116.4% | -71.1% |
| All | -94.2% | +87.3% | -181.5% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling