-45.4%
ASPN vs VT
+69.7%
-115.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.2% | -5.1% | -5.3% |
| 7D | -2.8% | -2.3% | -0.5% | +0.5% |
| 30D | -15.1% | -5.0% | -10.1% | -6.5% |
| 3M | -28.7% | -4.9% | -23.9% | -21.8% |
| 6M | +19.2% | -1.5% | +20.7% | +23.0% |
| YTD | +73.5% | +8.5% | +65.0% | +41.9% |
| 1Y | +19.5% | +11.4% | +8.1% | -8.3% |
| 3Y | -45.4% | +70.1% | -115.5% | -87.7% |
| All | -45.4% | +69.7% | -115.2% | -87.7% |
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