-86.3%
ASTX vs VT
+5.0%
-91.2%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | +1.7% | -9.9% | -21.3% |
| 7D | -31.0% | -0.3% | -30.7% | -30.1% |
| 30D | -66.6% | -1.4% | -65.2% | -61.8% |
| 3M | -79.3% | -1.4% | -77.9% | -75.4% |
| 6M | -86.3% | +5.5% | -91.8% | -88.6% |
| All | -86.3% | +5.0% | -91.2% | -88.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling