+161.8%
ASB price history and return analytics
+374.2%
-212.4%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +1.3% | +0.4% | +0.8% | +0.8% |
| 30D | -0.7% | +1.0% | -1.7% | -1.8% |
| 3M | +12.9% | +2.4% | +10.5% | +9.2% |
| 6M | +19.9% | +12.0% | +7.9% | +4.2% |
| YTD | +23.7% | +15.3% | +8.4% | +3.9% |
| 1Y | +20.5% | +22.6% | -2.0% | -5.8% |
| 3Y | +97.2% | +74.7% | +22.5% | +3.3% |
| 5Y | +86.6% | +66.1% | +20.4% | +3.5% |
| 10Y | +122.8% | +225.0% | -102.2% | -42.1% |
| All | +161.8% | +374.2% | -212.4% | -40.6% |
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