+291.1%
ASA price history and return analytics
+223.7%
+67.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.6% | +1.9% | +2.8% |
| 7D | +6.7% | +0.4% | +6.3% | +6.4% |
| 30D | -6.2% | -2.6% | -3.6% | -4.5% |
| 3M | -8.5% | -3.2% | -5.3% | -6.3% |
| 6M | -23.5% | +0.9% | -24.4% | -23.3% |
| YTD | -11.3% | +11.3% | -22.6% | -15.5% |
| 1Y | +15.4% | +14.0% | +1.4% | +8.6% |
| 3Y | +299.4% | +75.8% | +223.5% | +198.2% |
| 5Y | +148.6% | +57.8% | +90.8% | +92.7% |
| 10Y | +291.1% | +219.8% | +71.3% | +83.5% |
| All | +291.1% | +223.7% | +67.4% | +83.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling