-40.4%
ASLE vs VT
+158.6%
-199.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.9% | +2.8% |
| 7D | +3.0% | +0.4% | +2.6% | +2.8% |
| 30D | -9.9% | +1.0% | -10.9% | -10.5% |
| 3M | -8.7% | +2.4% | -11.0% | -10.1% |
| 6M | -23.4% | +12.0% | -35.4% | -28.5% |
| YTD | -18.4% | +15.3% | -33.8% | -25.1% |
| 1Y | -32.5% | +22.6% | -55.1% | -40.2% |
| 3Y | -60.7% | +74.7% | -135.3% | -70.8% |
| 5Y | -57.6% | +66.1% | -123.7% | -68.8% |
| All | -40.4% | +158.6% | -199.0% | -57.3% |
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 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