+105.6%
ASBP price history and return analytics
+12.6%
+93.1%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.1% | +2.2% | -0.2% |
| 7D | +20.4% | -0.7% | +21.1% | +23.9% |
| 30D | +13.1% | -1.7% | +14.9% | +20.5% |
| 3M | +15.6% | -2.3% | +17.9% | +25.5% |
| 6M | +59.4% | +1.5% | +57.9% | +63.6% |
| YTD | +66.7% | +12.0% | +54.6% | +27.3% |
| All | +105.6% | +12.6% | +93.1% | +56.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling