-97.8%
ASBP vs VT
+77.2%
-175.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | 0.0% | -4.1% | -4.1% |
| 7D | +4.2% | +0.4% | +3.8% | +3.8% |
| 30D | +22.2% | +1.0% | +21.2% | +21.2% |
| 3M | +46.6% | +2.4% | +44.2% | +44.9% |
| 6M | +572.0% | +12.0% | +560.0% | +530.4% |
| YTD | +68.0% | +15.3% | +52.7% | +55.4% |
| 1Y | -59.3% | +22.6% | -81.9% | -63.4% |
| 3Y | -98.0% | +74.7% | -172.6% | -98.3% |
| All | -97.8% | +77.2% | -175.0% | -98.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling