+92.9%
ASRV vs VT
+75.0%
+18.0%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +5.4% | +0.4% | +5.0% | +5.3% |
| 30D | +9.5% | +1.0% | +8.5% | +9.3% |
| 3M | +34.7% | +2.4% | +32.4% | +33.8% |
| 6M | +33.3% | +12.0% | +21.3% | +28.7% |
| YTD | +62.4% | +15.3% | +47.0% | +55.3% |
| 1Y | +71.5% | +22.6% | +48.9% | +60.8% |
| All | +92.9% | +75.0% | +18.0% | +61.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling