+62.1%
ASC vs VT
+15.2%
+46.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.7% | -5.7% | -4.4% |
| 7D | -11.2% | -0.3% | -10.9% | -11.1% |
| 30D | -4.5% | -1.4% | -3.1% | -4.1% |
| 3M | +14.3% | -1.4% | +15.7% | +14.8% |
| 6M | +6.7% | +5.5% | +1.3% | +3.4% |
| YTD | +88.0% | +12.8% | +75.2% | +77.8% |
| 1Y | +62.1% | +15.4% | +46.7% | +53.3% |
| All | +62.1% | +15.2% | +46.9% | +53.3% |
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