-65.9%
ASAN price history and return analytics
+119.3%
-185.2%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.1% | +1.2% | -0.1% |
| 7D | -15.7% | -0.7% | -15.0% | -15.0% |
| 30D | -0.8% | -1.7% | +0.9% | +2.2% |
| 3M | +6.1% | -2.3% | +8.4% | +10.2% |
| 6M | +54.7% | +1.5% | +53.2% | +44.8% |
| YTD | -28.4% | +12.0% | -40.5% | -48.3% |
| 1Y | -26.2% | +12.9% | -39.1% | -47.8% |
| 3Y | -50.1% | +74.9% | -125.1% | -87.7% |
| 5Y | -92.6% | +59.9% | -152.5% | -97.4% |
| All | -65.9% | +119.3% | -185.2% | -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