-93.0%
ASAN price history and return analytics
+57.4%
-150.3%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +2.6% | -8.2% | -11.3% |
| 7D | -9.4% | +0.4% | -9.8% | -10.8% |
| 30D | -0.5% | -2.6% | +2.1% | +4.6% |
| 3M | +8.2% | -3.2% | +11.4% | +14.9% |
| 6M | +51.1% | +0.9% | +50.2% | +42.4% |
| YTD | -26.9% | +11.3% | -38.2% | -47.7% |
| 1Y | -24.8% | +14.0% | -38.8% | -49.6% |
| 3Y | -47.4% | +75.8% | -123.2% | -88.9% |
| 5Y | -93.0% | +57.8% | -150.8% | -97.1% |
| All | -93.0% | +57.4% | -150.3% | -97.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling