-28.5%
ASPI vs VOO
+108.8%
-137.3%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.6% | +3.9% | +2.2% |
| 7D | -5.9% | -0.7% | -5.2% | -4.4% |
| 30D | -34.8% | -1.1% | -33.8% | -33.1% |
| 3M | -55.5% | -0.3% | -55.1% | -54.7% |
| 6M | -63.0% | +7.4% | -70.3% | -66.4% |
| YTD | -64.3% | +13.4% | -77.7% | -69.9% |
| 1Y | -76.8% | +14.8% | -91.6% | -80.7% |
| 3Y | +81.9% | +83.3% | -1.4% | +9.5% |
| All | -28.5% | +108.8% | -137.3% | -57.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling