-32.2%
ASPI price history and return analytics
+94.9%
-127.1%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | 0.0% | -6.7% | -6.8% |
| 7D | -12.1% | -1.6% | -10.5% | -8.7% |
| 30D | -37.8% | -2.5% | -35.3% | -33.8% |
| 3M | -56.3% | -1.3% | -55.0% | -54.3% |
| 6M | -64.9% | +3.1% | -67.9% | -65.2% |
| YTD | -66.2% | +10.9% | -77.1% | -70.2% |
| 1Y | -80.2% | +12.1% | -92.3% | -82.7% |
| 3Y | +72.4% | +73.9% | -1.5% | +3.4% |
| All | -32.2% | +94.9% | -127.1% | -62.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling