-13.4%
ASR vs VT
+10.7%
-24.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.1% | +3.6% | +3.4% |
| 7D | +4.5% | -4.2% | +8.7% | +8.7% |
| 30D | +9.8% | -5.8% | +15.6% | +16.2% |
| 3M | -3.1% | -5.2% | +2.1% | +1.9% |
| 6M | -12.2% | +0.1% | -12.3% | -12.8% |
| YTD | -16.7% | +8.2% | -24.9% | -22.1% |
| 1Y | -13.4% | +10.1% | -23.5% | -19.2% |
| All | -13.4% | +10.7% | -24.1% | -19.2% |
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