-35.6%
ASPI price history and return analytics
+90.1%
-125.7%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -4.1% | -5.9% | -0.5% |
| 7D | -19.2% | -4.2% | -15.1% | -10.4% |
| 30D | -39.6% | -5.8% | -33.8% | -30.1% |
| 3M | -57.5% | -5.2% | -52.3% | -51.0% |
| 6M | -66.5% | +0.1% | -66.6% | -64.3% |
| YTD | -67.9% | +8.2% | -76.1% | -69.9% |
| 1Y | -79.6% | +10.1% | -89.7% | -81.3% |
| 3Y | +63.8% | +69.7% | -5.9% | +4.5% |
| All | -35.6% | +90.1% | -125.7% | -62.1% |
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