-53.6%
ASTX vs VOO
+24.4%
-78.1%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.6% | +12.5% | +15.8% |
| 7D | +37.8% | +0.5% | +37.3% | +32.1% |
| 30D | -20.8% | -0.9% | -19.9% | -15.0% |
| 3M | -63.1% | +3.9% | -67.0% | -69.4% |
| 6M | -72.8% | +14.5% | -87.3% | -86.6% |
| YTD | -69.6% | +13.0% | -82.5% | -82.6% |
| 1Y | -36.2% | +19.4% | -55.7% | -65.4% |
| All | -53.6% | +24.4% | -78.1% | -75.5% |
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 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