+100.9%
ASB price history and return analytics
+217.6%
-116.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.5% | +0.6% |
| 7D | -0.1% | -0.1% | +0.1% | 0.0% |
| 30D | +7.9% | -3.1% | +10.9% | +11.6% |
| 3M | -0.6% | -3.5% | +2.9% | +3.2% |
| 6M | +10.1% | +0.5% | +9.6% | +8.4% |
| YTD | +23.1% | +10.8% | +12.3% | +7.6% |
| 1Y | +24.8% | +11.9% | +12.9% | +7.8% |
| 3Y | +104.5% | +73.0% | +31.5% | +6.6% |
| 5Y | +57.0% | +58.6% | -1.6% | -9.0% |
| 10Y | +100.9% | +219.2% | -118.3% | -49.8% |
| All | +100.9% | +217.6% | -116.7% | -49.8% |
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