-7.0%
ASTI vs VT
+15.2%
-22.2%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.1% | +1.7% | +14.4% | +7.7% |
| 7D | -0.6% | -0.3% | -0.3% | +2.0% |
| 30D | -29.7% | -1.4% | -28.2% | -23.2% |
| 3M | -51.1% | -1.4% | -49.7% | -46.4% |
| 6M | -60.5% | +5.5% | -66.0% | -66.7% |
| YTD | -57.9% | +12.8% | -70.7% | -73.5% |
| 1Y | -7.0% | +15.4% | -22.4% | -45.9% |
| All | -7.0% | +15.2% | -22.2% | -45.9% |
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