-58.6%
ASTX vs VT
+27.4%
-85.9%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.6% |
| 7D | +13.1% | +0.4% | +12.7% | +10.4% |
| 30D | -22.1% | +1.0% | -23.1% | -25.1% |
| 3M | -76.2% | +2.4% | -78.6% | -76.8% |
| 6M | -82.6% | +12.0% | -94.6% | -89.0% |
| YTD | -72.8% | +15.3% | -88.1% | -85.7% |
| 1Y | -46.2% | +22.6% | -68.8% | -74.5% |
| All | -58.6% | +27.4% | -85.9% | -81.0% |
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