-47.2%
ASPI vs VOO
+20.9%
-68.1%
-74.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.4% | +8.1% | +9.1% |
| 7D | +8.2% | +0.1% | +8.1% | +7.7% |
| 30D | +3.7% | +0.1% | +3.6% | +3.7% |
| 3M | -47.3% | +2.0% | -49.3% | -49.7% |
| 6M | -20.9% | +13.0% | -33.9% | -44.0% |
| YTD | -21.5% | +13.6% | -35.1% | -44.2% |
| 1Y | -47.2% | +20.1% | -67.3% | -70.9% |
| All | -47.2% | +20.9% | -68.1% | -70.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling