-21.3%
ASTE vs VOO
+82.3%
-103.6%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -2.3% |
| 7D | +4.2% | +0.5% | +3.6% | +3.5% |
| 30D | -2.8% | -0.9% | -1.8% | -1.7% |
| 3M | -16.2% | +3.9% | -20.1% | -19.8% |
| 6M | -25.3% | +14.5% | -39.8% | -36.2% |
| YTD | -0.2% | +13.0% | -13.1% | -13.2% |
| 1Y | -7.7% | +19.4% | -27.2% | -24.6% |
| 3Y | -8.7% | +78.9% | -87.6% | -52.2% |
| 5Y | -21.3% | +82.3% | -103.6% | -60.0% |
| All | -21.3% | +82.3% | -103.6% | -60.0% |
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