+297.0%
ASC price history and return analytics
+214.8%
+82.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -4.1% | -3.4% | -3.6% |
| 7D | -19.8% | -4.2% | -15.6% | -16.4% |
| 30D | -9.2% | -5.8% | -3.4% | -3.9% |
| 3M | +8.8% | -5.2% | +14.1% | +14.3% |
| 6M | -3.9% | +0.1% | -4.0% | -4.9% |
| YTD | +74.0% | +8.2% | +65.7% | +59.3% |
| 1Y | +47.9% | +10.1% | +37.7% | +32.8% |
| 3Y | +48.3% | +69.7% | -21.4% | -16.0% |
| 5Y | +425.7% | +53.4% | +372.3% | +230.3% |
| All | +297.0% | +214.8% | +82.2% | +24.9% |
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