+62.7%
ASPN price history and return analytics
+224.4%
-161.7%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.1% | +1.1% | +10.9% | +10.2% |
| 7D | +33.5% | -0.7% | +34.2% | +35.2% |
| 30D | +17.8% | -1.7% | +19.6% | +21.6% |
| 3M | +4.4% | -2.3% | +6.7% | +8.9% |
| 6M | +25.2% | +1.5% | +23.7% | +24.4% |
| YTD | +126.5% | +12.0% | +114.5% | +89.1% |
| 1Y | +77.1% | +12.9% | +64.2% | +46.5% |
| 3Y | -29.9% | +74.9% | -104.8% | -68.9% |
| 5Y | -88.7% | +59.9% | -148.6% | -93.9% |
| 10Y | +62.7% | +224.6% | -161.9% | -46.1% |
| All | +62.7% | +224.4% | -161.7% | -46.1% |
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 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