-76.8%
ASPI vs VOO
+14.7%
-91.4%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.6% | +3.9% | -0.7% |
| 7D | -5.9% | -0.7% | -5.2% | -3.2% |
| 30D | -34.8% | -1.1% | -33.8% | -31.8% |
| 3M | -55.5% | -0.3% | -55.1% | -54.4% |
| 6M | -63.0% | +7.4% | -70.3% | -70.0% |
| YTD | -64.3% | +13.4% | -77.7% | -74.9% |
| 1Y | -76.8% | +14.8% | -91.6% | -84.1% |
| All | -76.8% | +14.7% | -91.4% | -84.1% |
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