-35.6%
ASPI vs VOO
+99.7%
-135.2%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -4.4% | -5.6% | -0.9% |
| 7D | -19.2% | -4.7% | -14.5% | -10.3% |
| 30D | -39.6% | -5.9% | -33.8% | -31.0% |
| 3M | -57.5% | -4.5% | -53.0% | -52.6% |
| 6M | -66.5% | +1.9% | -68.3% | -66.0% |
| YTD | -67.9% | +8.4% | -76.3% | -70.2% |
| 1Y | -79.6% | +9.5% | -89.0% | -81.3% |
| 3Y | +63.8% | +75.3% | -11.5% | +8.6% |
| All | -35.6% | +99.7% | -135.2% | -57.4% |
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