-97.9%
ASBP price history and return analytics
+71.1%
-169.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.9% | -4.0% |
| 7D | +24.3% | +2.9% | +21.4% | +21.3% |
| 30D | +2.7% | -2.5% | +5.2% | +5.4% |
| 3M | +17.8% | -3.3% | +21.1% | +21.8% |
| 6M | +62.5% | +1.5% | +60.9% | +63.4% |
| YTD | +59.1% | +11.4% | +47.7% | +52.3% |
| 1Y | +96.3% | +11.9% | +84.4% | +87.7% |
| 3Y | -98.1% | +73.9% | -171.9% | -98.3% |
| All | -97.9% | +71.1% | -169.0% | -98.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling