+19.9%
ASB vs VT
+23.4%
-3.4%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | 0.0% | +0.3% |
| 7D | +1.2% | +0.1% | +1.0% | +1.1% |
| 30D | -1.9% | +0.8% | -2.7% | -2.5% |
| 3M | +15.9% | +2.8% | +13.1% | +13.5% |
| 6M | +19.2% | +13.0% | +6.2% | +6.9% |
| YTD | +23.1% | +15.4% | +7.8% | +7.6% |
| All | +19.9% | +23.4% | -3.4% | +0.4% |
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 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