-34.6%
ASTL vs VOO
+115.9%
-150.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -1.7% |
| 7D | +9.3% | -0.9% | +10.2% | +10.7% |
| 30D | +35.5% | -2.3% | +37.9% | +39.6% |
| 3M | +30.3% | -1.2% | +31.5% | +32.7% |
| 6M | +12.1% | +3.3% | +8.7% | +8.1% |
| YTD | +40.5% | +12.3% | +28.2% | +24.2% |
| 1Y | +54.4% | +12.5% | +41.9% | +36.7% |
| 3Y | -17.9% | +79.2% | -97.1% | -54.8% |
| 5Y | -51.2% | +75.7% | -126.8% | -73.7% |
| All | -34.6% | +115.9% | -150.5% | -65.4% |
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