-97.3%
ASPS price history and return analytics
+222.7%
-320.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.5% | +2.3% |
| 7D | -3.7% | +2.9% | -6.6% | -5.8% |
| 30D | -6.9% | -2.5% | -4.4% | -5.4% |
| 3M | -2.5% | -3.3% | +0.9% | -0.3% |
| 6M | -18.1% | +1.5% | -19.7% | -19.5% |
| YTD | -20.7% | +11.4% | -32.1% | -27.9% |
| 1Y | -43.4% | +11.9% | -55.3% | -48.8% |
| 3Y | -82.5% | +73.9% | -156.4% | -89.6% |
| 5Y | -94.7% | +57.9% | -152.6% | -96.5% |
| All | -97.3% | +222.7% | -320.0% | -99.3% |
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