-66.7%
ASAN price history and return analytics
+116.8%
-183.5%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -3.3% |
| 7D | -14.0% | -0.1% | -13.8% | -14.3% |
| 30D | -4.8% | -3.1% | -1.7% | +0.9% |
| 3M | +3.9% | -3.5% | +7.4% | +10.8% |
| 6M | +44.6% | +0.5% | +44.2% | +38.3% |
| YTD | -30.1% | +10.8% | -40.8% | -48.3% |
| 1Y | -29.1% | +11.9% | -41.0% | -49.0% |
| 3Y | -51.2% | +73.0% | -124.2% | -87.7% |
| 5Y | -92.6% | +58.6% | -151.2% | -97.4% |
| All | -66.7% | +116.8% | -183.5% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling