-58.1%
ASTL vs VOO
+82.3%
-140.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.6% | -5.9% | -5.8% |
| 7D | +6.7% | +0.5% | +6.1% | +6.0% |
| 30D | +8.1% | -0.9% | +9.0% | +9.6% |
| 3M | -10.8% | +3.9% | -14.7% | -15.1% |
| 6M | +0.1% | +14.5% | -14.4% | -14.8% |
| YTD | +7.4% | +13.0% | -5.5% | -6.4% |
| 1Y | -11.5% | +19.4% | -31.0% | -27.4% |
| 3Y | -35.8% | +78.9% | -114.6% | -65.9% |
| 5Y | -58.1% | +82.3% | -140.4% | -78.5% |
| All | -58.1% | +82.3% | -140.5% | -78.5% |
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