-89.5%
ASPN price history and return analytics
+57.4%
-146.9%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.4% | +2.6% | +21.8% | +18.4% |
| 7D | +26.8% | +0.4% | +26.4% | +24.9% |
| 30D | +8.1% | -2.6% | +10.7% | +14.8% |
| 3M | -2.2% | -3.2% | +1.0% | +5.3% |
| 6M | +21.2% | +0.9% | +20.3% | +20.2% |
| YTD | +115.9% | +11.3% | +104.6% | +65.3% |
| 1Y | +58.3% | +14.0% | +44.3% | +14.2% |
| 3Y | -31.0% | +75.8% | -106.9% | -81.9% |
| 5Y | -89.5% | +57.8% | -147.3% | -95.8% |
| All | -89.5% | +57.4% | -146.9% | -95.8% |
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