-17.2%
ASTL vs VOO
+79.4%
-96.6%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +2.3% | +5.6% | +4.5% |
| 7D | +17.6% | +0.1% | +17.5% | +17.6% |
| 30D | +35.1% | -3.3% | +38.4% | +42.1% |
| 3M | +42.6% | -2.4% | +45.0% | +48.3% |
| 6M | +13.0% | +2.6% | +10.4% | +9.1% |
| YTD | +41.7% | +11.3% | +30.4% | +22.9% |
| 1Y | +50.5% | +13.4% | +37.1% | +27.5% |
| All | -17.2% | +79.4% | -96.6% | -61.1% |
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