+86.1%
ASTE vs VOO
+817.1%
-731.0%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.4% | +4.7% | +4.8% |
| 7D | +1.9% | +0.1% | +1.8% | +1.8% |
| 30D | -1.5% | +0.1% | -1.6% | -1.6% |
| 3M | -14.0% | +2.0% | -16.0% | -15.9% |
| 6M | -28.8% | +13.0% | -41.9% | -38.5% |
| YTD | +2.9% | +13.6% | -10.7% | -11.5% |
| 1Y | -4.9% | +20.1% | -24.9% | -23.3% |
| 3Y | -15.8% | +77.6% | -93.4% | -57.4% |
| 5Y | -21.3% | +82.4% | -103.8% | -61.4% |
| 10Y | -16.3% | +316.8% | -333.1% | -86.4% |
| All | +86.1% | +817.1% | -731.0% | -92.6% |
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