-20.2%
ASTE vs VT
+66.2%
-86.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | 0.0% | +4.3% | +4.3% |
| 7D | +1.9% | +0.4% | +1.5% | +1.3% |
| 30D | -1.5% | +1.0% | -2.5% | -2.7% |
| 3M | -14.0% | +2.4% | -16.4% | -16.4% |
| 6M | -28.8% | +12.0% | -40.8% | -38.5% |
| YTD | +2.9% | +15.3% | -12.5% | -14.3% |
| 1Y | -4.9% | +22.6% | -27.4% | -26.6% |
| 3Y | -15.8% | +74.7% | -90.5% | -57.7% |
| All | -20.2% | +66.2% | -86.4% | -57.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling