+196.2%
ASYS vs VOO
+314.0%
-117.8%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.6% | +4.2% | +4.2% |
| 7D | +6.7% | +0.5% | +6.1% | +6.0% |
| 30D | -0.3% | -0.9% | +0.7% | +0.6% |
| 3M | -21.4% | +3.9% | -25.3% | -23.7% |
| 6M | +19.9% | +14.5% | +5.4% | +7.4% |
| YTD | +23.4% | +13.0% | +10.5% | +11.5% |
| 1Y | +95.3% | +19.4% | +75.9% | +68.8% |
| 3Y | +88.7% | +78.9% | +9.8% | +10.2% |
| 5Y | +47.8% | +82.3% | -34.5% | -14.5% |
| 10Y | +196.2% | +314.2% | -118.0% | -24.4% |
| All | +196.2% | +314.0% | -117.8% | -24.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling