+164.1%
ASB price history and return analytics
+363.9%
-199.7%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.4% | -0.6% |
| 7D | +4.5% | -0.3% | +4.8% | +4.8% |
| 30D | +8.0% | -1.4% | +9.5% | +9.7% |
| 3M | -0.5% | -1.4% | +0.9% | +0.9% |
| 6M | +14.3% | +5.5% | +8.8% | +6.5% |
| YTD | +24.9% | +12.8% | +12.0% | +7.3% |
| 1Y | +29.6% | +15.4% | +14.2% | +8.4% |
| 3Y | +99.3% | +76.9% | +22.4% | +2.6% |
| 5Y | +68.1% | +60.4% | +7.7% | -3.1% |
| 10Y | +125.5% | +232.8% | -107.3% | -43.0% |
| All | +164.1% | +363.9% | -199.7% | -38.6% |
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