-17.3%
ASTE vs VOO
+321.7%
-339.0%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.8% |
| 7D | -1.6% | -2.0% | +0.4% | +0.6% |
| 30D | -2.8% | -1.7% | -1.2% | -1.0% |
| 3M | -15.4% | +4.7% | -20.1% | -19.5% |
| 6M | -27.5% | +12.6% | -40.1% | -36.1% |
| YTD | -2.9% | +11.8% | -14.7% | -13.7% |
| 1Y | -8.6% | +17.5% | -26.1% | -22.9% |
| 3Y | -11.2% | +77.0% | -88.2% | -51.3% |
| 5Y | -21.6% | +82.6% | -104.2% | -58.1% |
| All | -17.3% | +321.7% | -339.0% | -84.7% |
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