+63.3%
ASRV vs VT
+11.9%
+51.4%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.3% | +3.9% | +3.6% |
| 7D | +1.9% | +2.4% | -0.5% | +1.8% |
| 30D | +8.4% | -1.5% | +9.9% | +8.4% |
| 3M | -1.6% | -4.1% | +2.5% | -1.3% |
| 6M | +32.3% | +0.6% | +31.8% | +31.6% |
| YTD | +58.2% | +11.0% | +47.2% | +53.1% |
| 1Y | +63.3% | +13.3% | +50.0% | +56.6% |
| All | +63.3% | +11.9% | +51.4% | +56.6% |
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