+16.4%
ASIX vs VT
+228.2%
-211.8%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -2.5% |
| 7D | +0.1% | -0.3% | +0.4% | +0.3% |
| 30D | -5.8% | -1.4% | -4.4% | -4.3% |
| 3M | -22.7% | -1.4% | -21.3% | -21.8% |
| 6M | -37.9% | +5.5% | -43.4% | -43.0% |
| YTD | -8.0% | +12.8% | -20.8% | -23.6% |
| 1Y | -13.4% | +15.4% | -28.8% | -30.1% |
| 3Y | -34.5% | +76.9% | -111.4% | -70.2% |
| 5Y | -63.0% | +60.4% | -123.4% | -80.6% |
| All | +16.4% | +228.2% | -211.8% | -74.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling