-30.9%
ASTL vs VOO
+80.9%
-111.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.4% | +6.2% | +6.4% |
| 7D | +12.7% | +0.1% | +12.6% | +12.5% |
| 30D | +5.6% | +0.1% | +5.5% | +5.8% |
| 3M | -14.1% | +2.0% | -16.1% | -16.3% |
| 6M | +0.2% | +13.0% | -12.8% | -15.4% |
| YTD | +14.9% | +13.6% | +1.3% | -3.0% |
| 1Y | -5.4% | +20.1% | -25.5% | -25.2% |
| All | -30.9% | +80.9% | -111.8% | -64.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling