+38.5%
ASPI vs VOO
+78.8%
-40.3%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -0.3% | -7.1% | -6.6% |
| 7D | +9.4% | -0.6% | +10.0% | +11.6% |
| 30D | -25.3% | -3.6% | -21.6% | -16.6% |
| 3M | -53.8% | -2.7% | -51.1% | -49.6% |
| 6M | -63.2% | +2.2% | -65.4% | -63.4% |
| YTD | -63.0% | +10.9% | -73.9% | -68.9% |
| 1Y | -77.8% | +11.3% | -89.1% | -81.4% |
| 3Y | +38.5% | +76.9% | -38.4% | -22.9% |
| All | +38.5% | +78.8% | -40.3% | -22.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling