-67.8%
ASLE vs VT
+73.6%
-141.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | +4.2% | -1.6% | +5.8% | +5.9% |
| 30D | -2.4% | -2.5% | +0.1% | +0.1% |
| 3M | -24.2% | -1.3% | -22.9% | -23.3% |
| 6M | -28.2% | +3.1% | -31.3% | -31.3% |
| YTD | -30.8% | +10.9% | -41.7% | -39.1% |
| 1Y | -33.6% | +12.1% | -45.7% | -42.3% |
| All | -67.8% | +73.6% | -141.4% | -87.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling