+47.0%
ASTL vs VT
+10.5%
+36.5%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | +0.2% | +7.6% | +7.4% |
| 7D | +12.8% | -2.3% | +15.1% | +17.4% |
| 30D | +27.2% | -5.0% | +32.1% | +39.4% |
| 3M | +35.5% | -4.9% | +40.4% | +49.0% |
| 6M | +5.7% | -1.5% | +7.2% | +8.5% |
| YTD | +31.2% | +8.5% | +22.7% | +12.7% |
| 1Y | +47.0% | +11.4% | +35.6% | +17.4% |
| All | +47.0% | +10.5% | +36.5% | +17.4% |
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 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