-19.9%
ASPI vs VOO
+105.0%
-124.8%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.3% | +0.8% | -1.8% |
| 7D | +10.3% | +0.1% | +10.2% | +10.6% |
| 30D | -19.2% | -3.3% | -15.9% | -12.6% |
| 3M | -51.7% | -2.4% | -49.3% | -48.5% |
| 6M | -60.2% | +2.6% | -62.8% | -60.4% |
| YTD | -60.0% | +11.3% | -71.3% | -64.9% |
| 1Y | -76.2% | +13.4% | -89.7% | -79.7% |
| 3Y | +89.4% | +80.3% | +9.1% | +19.0% |
| All | -19.9% | +105.0% | -124.8% | -49.8% |
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