+304.7%
ASC price history and return analytics
+215.5%
+89.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.7% |
| 7D | -16.9% | -2.3% | -14.6% | -15.0% |
| 30D | -5.7% | -5.0% | -0.8% | -1.1% |
| 3M | +7.1% | -4.9% | +12.0% | +12.1% |
| 6M | -0.6% | -1.5% | +0.9% | 0.0% |
| YTD | +77.3% | +8.5% | +68.9% | +62.0% |
| 1Y | +45.7% | +11.4% | +34.3% | +29.5% |
| 3Y | +51.6% | +70.1% | -18.5% | -14.4% |
| 5Y | +435.8% | +53.7% | +382.1% | +236.0% |
| All | +304.7% | +215.5% | +89.2% | +27.1% |
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 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