+279.7%
ASC price history and return analytics
+222.7%
+57.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.6% | +4.2% | +4.2% |
| 7D | +11.3% | +2.9% | +8.4% | +8.2% |
| 30D | -5.5% | -2.5% | -3.0% | -3.3% |
| 3M | +19.4% | -3.3% | +22.8% | +23.0% |
| 6M | +7.5% | +1.5% | +6.0% | +4.9% |
| YTD | +93.6% | +11.4% | +82.3% | +72.3% |
| 1Y | +57.7% | +11.9% | +45.8% | +39.5% |
| 3Y | +71.3% | +73.9% | -2.6% | -5.4% |
| 5Y | +480.8% | +57.9% | +422.9% | +254.1% |
| All | +279.7% | +222.7% | +57.1% | -0.5% |
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 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