-51.2%
ASTL vs VT
+59.8%
-110.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -1.8% |
| 7D | +9.3% | -0.7% | +10.0% | +10.6% |
| 30D | +35.5% | -1.7% | +37.3% | +39.1% |
| 3M | +30.3% | -2.3% | +32.6% | +35.4% |
| 6M | +12.1% | +1.5% | +10.5% | +9.9% |
| YTD | +40.5% | +12.0% | +28.4% | +21.9% |
| 1Y | +54.4% | +12.9% | +41.6% | +33.1% |
| 3Y | -17.9% | +74.9% | -92.9% | -58.7% |
| 5Y | -51.2% | +59.9% | -111.1% | -72.9% |
| All | -51.2% | +59.8% | -110.9% | -72.9% |
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 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