+882.3%
ASR vs VT
+374.2%
+508.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -0.1% | +0.4% | -0.5% | -0.5% |
| 30D | -5.7% | +1.0% | -6.7% | -6.5% |
| 3M | -12.1% | +2.4% | -14.5% | -14.0% |
| 6M | -24.0% | +12.0% | -36.0% | -31.3% |
| YTD | -18.9% | +15.3% | -34.3% | -28.6% |
| 1Y | -21.9% | +22.6% | -44.4% | -35.0% |
| 3Y | +11.6% | +74.7% | -63.0% | -32.8% |
| 5Y | +77.3% | +66.1% | +11.1% | +10.9% |
| 10Y | +121.7% | +225.0% | -103.3% | -22.8% |
| All | +882.3% | +374.2% | +508.1% | +142.9% |
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