-34.5%
ASTL vs VOO
+113.2%
-147.7%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.3% | -0.3% |
| 7D | +8.5% | -0.6% | +9.0% | +9.4% |
| 30D | +34.2% | -3.6% | +37.8% | +40.5% |
| 3M | +30.2% | -2.7% | +33.0% | +35.2% |
| 6M | +12.3% | +2.2% | +10.0% | +9.7% |
| YTD | +40.7% | +10.9% | +29.8% | +26.4% |
| 1Y | +51.8% | +11.3% | +40.5% | +36.1% |
| 3Y | -17.8% | +76.9% | -94.7% | -54.0% |
| 5Y | -45.3% | +73.5% | -118.8% | -70.0% |
| All | -34.5% | +113.2% | -147.7% | -64.8% |
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