+14.4%
ASGI vs VT
+10.5%
+3.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.0% |
| 7D | +1.8% | -2.3% | +4.1% | +3.0% |
| 30D | +9.3% | -5.0% | +14.2% | +12.4% |
| 3M | -9.8% | -4.9% | -5.0% | -7.2% |
| 6M | -8.6% | -1.5% | -7.1% | -8.0% |
| YTD | +2.9% | +8.5% | -5.6% | -3.0% |
| 1Y | +14.4% | +11.4% | +3.1% | +7.1% |
| All | +14.4% | +10.5% | +3.9% | +7.1% |
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 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