+85.1%
ASC price history and return analytics
+267.5%
-182.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -4.1% | -3.4% | -3.5% |
| 7D | -19.8% | -4.2% | -15.6% | -16.3% |
| 30D | -9.2% | -5.8% | -3.4% | -3.8% |
| 3M | +8.8% | -5.2% | +14.1% | +14.4% |
| 6M | -3.9% | +0.1% | -4.0% | -5.0% |
| YTD | +74.0% | +8.2% | +65.7% | +59.0% |
| 1Y | +47.9% | +10.1% | +37.7% | +32.6% |
| 3Y | +48.3% | +69.7% | -21.4% | -16.6% |
| 5Y | +425.7% | +53.4% | +372.3% | +226.8% |
| 10Y | +297.0% | +219.2% | +77.8% | +9.1% |
| All | +85.1% | +267.5% | -182.4% | -52.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling