-54.3%
ASPN price history and return analytics
+219.8%
-274.1%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.2% | -5.1% | -5.2% |
| 7D | -2.8% | -2.3% | -0.5% | -0.2% |
| 30D | -15.1% | -5.0% | -10.1% | -8.8% |
| 3M | -28.7% | -4.9% | -23.9% | -23.7% |
| 6M | +19.2% | -1.5% | +20.7% | +22.8% |
| YTD | +73.5% | +8.5% | +65.0% | +53.5% |
| 1Y | +19.5% | +11.4% | +8.1% | +1.7% |
| 3Y | -45.4% | +70.1% | -115.5% | -72.7% |
| 5Y | -91.2% | +53.7% | -144.9% | -94.6% |
| 10Y | +21.5% | +220.0% | -198.4% | -58.5% |
| All | -54.3% | +219.8% | -274.1% | -84.4% |
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