-79.6%
ASPI vs VT
+10.7%
-90.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -4.1% | -5.9% | +5.0% |
| 7D | -19.2% | -4.2% | -15.1% | -5.3% |
| 30D | -39.6% | -5.8% | -33.8% | -24.2% |
| 3M | -57.5% | -5.2% | -52.3% | -47.3% |
| 6M | -66.5% | +0.1% | -66.6% | -64.2% |
| YTD | -67.9% | +8.2% | -76.1% | -72.7% |
| 1Y | -79.6% | +10.1% | -89.7% | -83.5% |
| All | -79.6% | +10.7% | -90.3% | -83.5% |
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