-91.3%
ASAN vs VT
+53.2%
-144.5%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.1% | 0.0% | +5.0% |
| 7D | -0.8% | -4.2% | +3.4% | +8.7% |
| 30D | +20.2% | -5.8% | +26.0% | +36.7% |
| 3M | +25.8% | -5.2% | +31.0% | +40.9% |
| 6M | +52.0% | +0.1% | +51.8% | +44.9% |
| YTD | -18.5% | +8.2% | -26.8% | -37.6% |
| 1Y | -15.1% | +10.1% | -25.2% | -38.1% |
| 3Y | -45.0% | +69.7% | -114.6% | -87.3% |
| 5Y | -91.3% | +53.4% | -144.7% | -96.3% |
| All | -91.3% | +53.2% | -144.5% | -96.3% |
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 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