+60.8%
ASRV vs VT
+10.5%
+50.3%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.7% | -1.4% |
| 7D | -1.4% | -2.3% | +0.9% | -1.4% |
| 30D | +8.0% | -5.0% | +13.0% | +8.3% |
| 3M | +1.0% | -4.9% | +5.9% | +1.3% |
| 6M | +28.5% | -1.5% | +30.1% | +27.9% |
| YTD | +55.3% | +8.5% | +46.8% | +50.0% |
| 1Y | +60.8% | +11.4% | +49.5% | +54.0% |
| All | +60.8% | +10.5% | +50.3% | +54.0% |
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