+99.4%
ASRV vs VT
+215.5%
-116.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.7% | -1.5% |
| 7D | -1.4% | -2.3% | +0.9% | -0.7% |
| 30D | +8.0% | -5.0% | +13.0% | +9.7% |
| 3M | +1.0% | -4.9% | +5.9% | +2.6% |
| 6M | +28.5% | -1.5% | +30.1% | +28.7% |
| YTD | +55.3% | +8.5% | +46.8% | +50.2% |
| 1Y | +60.8% | +11.4% | +49.5% | +54.2% |
| 3Y | +108.4% | +70.1% | +38.3% | +71.4% |
| 5Y | +48.5% | +53.7% | -5.2% | +26.4% |
| All | +99.4% | +215.5% | -116.1% | +36.7% |
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