+92.3%
ASB price history and return analytics
+222.7%
-130.3%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.2% | +0.3% |
| 7D | +0.9% | +2.9% | -2.0% | -2.5% |
| 30D | +7.9% | -2.5% | +10.4% | +10.8% |
| 3M | -3.4% | -3.3% | 0.0% | +0.2% |
| 6M | +12.2% | +1.5% | +10.7% | +9.1% |
| YTD | +22.7% | +11.4% | +11.4% | +6.6% |
| 1Y | +24.9% | +11.9% | +13.0% | +7.8% |
| 3Y | +103.8% | +73.9% | +29.9% | +5.5% |
| 5Y | +58.1% | +57.9% | +0.2% | -7.8% |
| All | +92.3% | +222.7% | -130.3% | -54.9% |
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