+58.5%
ASPN vs VOO
+311.2%
-252.7%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.3% | -6.2% | -6.1% |
| 7D | +16.1% | +3.3% | +12.8% | +11.6% |
| 30D | +9.5% | -2.7% | +12.2% | +14.2% |
| 3M | -2.6% | -1.7% | -0.9% | +0.3% |
| 6M | +18.4% | +3.1% | +15.3% | +15.0% |
| YTD | +111.7% | +11.9% | +99.7% | +81.0% |
| 1Y | +74.6% | +12.1% | +62.6% | +49.5% |
| 3Y | -34.5% | +78.6% | -113.0% | -69.5% |
| 5Y | -89.9% | +73.8% | -163.7% | -94.8% |
| All | +58.5% | +311.2% | -252.7% | -50.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling