-54.2%
ASPN vs VOO
+389.4%
-443.6%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.4% | +3.3% | +3.5% |
| 7D | -0.2% | +0.1% | -0.3% | -0.4% |
| 30D | -1.8% | +0.1% | -1.9% | -2.0% |
| 3M | -21.0% | +2.0% | -23.0% | -22.4% |
| 6M | +46.9% | +13.0% | +33.8% | +25.6% |
| YTD | +73.9% | +13.6% | +60.3% | +47.2% |
| 1Y | -22.5% | +20.1% | -42.6% | -38.1% |
| 3Y | -22.6% | +77.6% | -100.2% | -61.3% |
| 5Y | -88.9% | +82.4% | -171.3% | -94.2% |
| 10Y | -3.5% | +316.8% | -320.4% | -72.4% |
| All | -54.2% | +389.4% | -443.6% | -88.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling