+44.5%
ASPI vs VOO
+75.0%
-30.4%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -4.4% | -5.6% | +1.9% |
| 7D | -19.2% | -4.7% | -14.5% | -7.6% |
| 30D | -39.6% | -5.9% | -33.8% | -28.3% |
| 3M | -57.5% | -4.5% | -53.0% | -51.2% |
| 6M | -66.5% | +1.9% | -68.3% | -66.2% |
| YTD | -67.9% | +8.4% | -76.3% | -71.4% |
| 1Y | -79.6% | +9.5% | -89.0% | -82.1% |
| All | +44.5% | +75.0% | -30.4% | -50.6% |
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