-46.1%
ASTC vs VT
+73.6%
-119.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.2% | +3.2% |
| 7D | -7.1% | -1.6% | -5.5% | -6.4% |
| 30D | -31.2% | -2.5% | -28.7% | -30.4% |
| 3M | -28.3% | -1.3% | -27.0% | -27.9% |
| 6M | +63.6% | +3.1% | +60.5% | +62.9% |
| YTD | +40.5% | +10.9% | +29.5% | +36.8% |
| 1Y | +29.9% | +12.1% | +17.9% | +26.0% |
| All | -46.1% | +73.6% | -119.6% | -49.3% |
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