-90.5%
ASAN price history and return analytics
+66.2%
-156.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.9% |
| 7D | -10.6% | +1.0% | -11.6% | -12.6% |
| 30D | -5.1% | -0.2% | -4.8% | -4.5% |
| 3M | +12.4% | +4.5% | +7.9% | -0.3% |
| 6M | +10.4% | +14.1% | -3.6% | -23.3% |
| YTD | -35.9% | +14.8% | -50.6% | -56.5% |
| 1Y | -36.2% | +21.2% | -57.4% | -62.2% |
| 3Y | -56.3% | +76.6% | -132.8% | -90.5% |
| 5Y | -90.5% | +66.6% | -157.0% | -96.7% |
| All | -90.5% | +66.2% | -156.7% | -96.7% |
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