-97.1%
ASPS price history and return analytics
+215.5%
-312.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.2% | +2.0% | +2.1% |
| 7D | +6.4% | -2.3% | +8.7% | +8.1% |
| 30D | -1.7% | -5.0% | +3.3% | +2.0% |
| 3M | +1.2% | -4.9% | +6.1% | +4.8% |
| 6M | -15.6% | -1.5% | -14.0% | -15.0% |
| YTD | -15.8% | +8.5% | -24.3% | -21.9% |
| 1Y | -38.4% | +11.4% | -49.7% | -44.0% |
| 3Y | -82.3% | +70.1% | -152.4% | -89.3% |
| 5Y | -94.2% | +53.7% | -148.0% | -96.2% |
| All | -97.1% | +215.5% | -312.6% | -99.2% |
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 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