+60.7%
VOO vs AS
+131.9%
-71.3%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.4% | +3.7% | +1.7% |
| 7D | -0.9% | -3.0% | +2.1% | -0.4% |
| 30D | -2.3% | +9.6% | -11.9% | -3.8% |
| 3M | -1.2% | -8.2% | +7.0% | -0.1% |
| 6M | +3.3% | -9.9% | +13.2% | +4.5% |
| YTD | +12.3% | -16.8% | +29.1% | +14.4% |
| 1Y | +12.5% | +3.0% | +9.5% | +10.8% |
| All | +60.7% | +131.9% | -71.3% | +43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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