-90.7%
ASTX vs VT
+19.8%
-110.5%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +0.2% | +14.5% | +13.2% |
| 7D | -41.3% | -2.3% | -39.0% | -28.4% |
| 30D | -75.3% | -5.0% | -70.3% | -62.8% |
| 3M | -82.1% | -4.9% | -77.2% | -71.9% |
| 6M | -89.7% | -1.5% | -88.1% | -84.8% |
| YTD | -93.9% | +8.5% | -102.4% | -94.7% |
| 1Y | -93.9% | +11.4% | -105.3% | -95.1% |
| All | -90.7% | +19.8% | -110.5% | -93.0% |
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