-66.3%
ASAN price history and return analytics
+117.3%
-183.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +1.0% |
| 7D | -8.5% | +2.4% | -10.8% | -13.3% |
| 30D | -1.0% | -1.5% | +0.5% | +1.4% |
| 3M | -1.6% | -4.1% | +2.5% | +6.3% |
| 6M | +70.1% | +0.6% | +69.5% | +62.4% |
| YTD | -29.2% | +11.0% | -40.2% | -47.9% |
| 1Y | -23.2% | +13.3% | -36.6% | -46.4% |
| 3Y | -49.5% | +73.4% | -122.9% | -87.3% |
| 5Y | -93.1% | +57.4% | -150.6% | -97.5% |
| All | -66.3% | +117.3% | -183.6% | -89.8% |
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