-44.2%
ASTC vs VOO
+77.5%
-121.6%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.8% | -1.0% |
| 7D | -12.1% | -0.6% | -11.6% | -11.6% |
| 30D | -37.3% | -3.6% | -33.7% | -36.0% |
| 3M | -56.2% | -2.7% | -53.5% | -55.5% |
| 6M | +54.2% | +2.2% | +51.9% | +54.4% |
| YTD | +23.4% | +10.9% | +12.5% | +22.0% |
| 1Y | +29.4% | +11.3% | +18.1% | +27.7% |
| All | -44.2% | +77.5% | -121.6% | -37.4% |
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