-38.4%
ASPS price history and return analytics
+10.5%
-48.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.2% | +2.0% | +2.2% |
| 7D | +6.4% | -2.3% | +8.7% | +6.7% |
| 30D | -1.7% | -5.0% | +3.3% | -0.8% |
| 3M | +1.2% | -4.9% | +6.1% | +2.1% |
| 6M | -15.6% | -1.5% | -14.0% | -15.4% |
| YTD | -15.8% | +8.5% | -24.3% | -17.6% |
| 1Y | -38.4% | +11.4% | -49.7% | -42.3% |
| All | -38.4% | +10.5% | -48.9% | -42.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling