-22.3%
ASPI price history and return analytics
+90.6%
-112.8%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +20.6% | +0.2% | +20.4% | +20.1% |
| 7D | +2.7% | -2.3% | +5.0% | +9.0% |
| 30D | -27.4% | -5.0% | -22.5% | -17.6% |
| 3M | -49.4% | -4.9% | -44.5% | -42.1% |
| 6M | -62.5% | -1.5% | -61.0% | -58.8% |
| YTD | -61.2% | +8.5% | -69.7% | -63.8% |
| 1Y | -72.9% | +11.4% | -84.3% | -75.8% |
| 3Y | +74.4% | +70.1% | +4.3% | +10.7% |
| All | -22.3% | +90.6% | -112.8% | -54.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling