-82.7%
ASPS vs VT
+73.6%
-156.2%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +5.3% | -1.6% | +6.9% | +5.4% |
| 30D | -10.0% | -2.5% | -7.6% | -10.0% |
| 3M | +2.7% | -1.3% | +4.0% | +2.7% |
| 6M | -15.5% | +3.1% | -18.6% | -15.4% |
| YTD | -17.6% | +10.9% | -28.5% | -17.2% |
| 1Y | -36.3% | +12.1% | -48.4% | -36.1% |
| All | -82.7% | +73.6% | -156.2% | -83.2% |
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