+252.9%
ASPI vs VT
+75.0%
+178.0%
-74.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | 0.0% | +7.7% | +7.7% |
| 7D | +8.2% | +0.4% | +7.8% | +6.9% |
| 30D | +3.7% | +1.0% | +2.7% | +1.3% |
| 3M | -47.3% | +2.4% | -49.7% | -49.2% |
| 6M | -20.9% | +12.0% | -32.9% | -37.9% |
| YTD | -21.5% | +15.3% | -36.8% | -41.8% |
| 1Y | -47.2% | +22.6% | -69.8% | -66.0% |
| All | +252.9% | +75.0% | +178.0% | +14.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling