-35.0%
ASTE vs VOO
+306.9%
-341.9%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.4% |
| 7D | -7.8% | -0.6% | -7.2% | -6.9% |
| 30D | -4.5% | -3.6% | -0.9% | -0.3% |
| 3M | -14.1% | -2.7% | -11.4% | -11.2% |
| 6M | -30.3% | +2.2% | -32.6% | -31.6% |
| YTD | -14.0% | +10.9% | -24.9% | -22.6% |
| 1Y | -19.0% | +11.3% | -30.4% | -27.4% |
| 3Y | +22.5% | +76.9% | -54.4% | -32.1% |
| 5Y | -45.8% | +73.5% | -119.3% | -69.3% |
| 10Y | -35.0% | +307.7% | -342.7% | -86.2% |
| All | -35.0% | +306.9% | -341.9% | -86.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling