-94.3%
ASPS vs VT
+57.9%
-152.2%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +5.3% | -1.6% | +6.9% | +5.8% |
| 30D | -10.0% | -2.5% | -7.6% | -9.5% |
| 3M | +2.7% | -1.3% | +4.0% | +3.0% |
| 6M | -15.5% | +3.1% | -18.6% | -16.2% |
| YTD | -17.6% | +10.9% | -28.5% | -19.9% |
| 1Y | -36.3% | +12.1% | -48.4% | -38.4% |
| 3Y | -82.4% | +73.9% | -156.3% | -85.5% |
| All | -94.3% | +57.9% | -152.2% | -95.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling