-24.4%
ASPN price history and return analytics
+77.9%
-102.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.9% | +3.0% |
| 7D | -0.2% | +0.4% | -0.7% | -1.3% |
| 30D | -1.8% | +1.0% | -2.8% | -4.1% |
| 3M | -21.0% | +2.4% | -23.4% | -24.1% |
| 6M | +46.9% | +12.0% | +34.9% | +14.8% |
| YTD | +73.9% | +15.3% | +58.5% | +25.2% |
| 1Y | -22.5% | +22.6% | -45.1% | -50.5% |
| All | -24.4% | +77.9% | -102.3% | -84.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling