-40.7%
ASAN price history and return analytics
+20.4%
-61.1%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.6% | -5.5% | -5.8% |
| 7D | -15.8% | -0.1% | -15.7% | -15.7% |
| 30D | -10.6% | -0.7% | -9.9% | -10.3% |
| 3M | +9.4% | +4.0% | +5.4% | +7.6% |
| 6M | +4.4% | +12.3% | -7.9% | -3.2% |
| YTD | -39.8% | +14.0% | -53.9% | -46.4% |
| 1Y | -40.7% | +20.3% | -61.0% | -54.0% |
| All | -40.7% | +20.4% | -61.1% | -54.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling