-88.2%
ASPN vs VOO
+82.3%
-170.6%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +1.0% |
| 7D | +1.4% | +0.5% | +0.9% | +0.2% |
| 30D | -21.4% | -0.9% | -20.5% | -19.8% |
| 3M | -12.9% | +3.9% | -16.8% | -19.0% |
| 6M | +52.5% | +14.5% | +37.9% | +16.0% |
| YTD | +73.5% | +13.0% | +60.5% | +34.9% |
| 1Y | -27.4% | +19.4% | -46.8% | -48.6% |
| 3Y | -22.4% | +78.9% | -101.3% | -76.7% |
| 5Y | -88.2% | +82.3% | -170.5% | -96.0% |
| All | -88.2% | +82.3% | -170.6% | -96.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling