-76.8%
ASPI vs VT
+15.2%
-92.0%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.7% | +3.8% | -0.9% |
| 7D | -5.9% | -0.3% | -5.6% | -4.7% |
| 30D | -34.8% | -1.4% | -33.4% | -30.8% |
| 3M | -55.5% | -1.4% | -54.1% | -52.3% |
| 6M | -63.0% | +5.5% | -68.4% | -67.3% |
| YTD | -64.3% | +12.8% | -77.1% | -74.0% |
| 1Y | -76.8% | +15.4% | -92.2% | -84.2% |
| All | -76.8% | +15.2% | -92.0% | -84.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling