+113.0%
ASEA price history and return analytics
+221.8%
-108.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.5% | +0.5% |
| 7D | +1.5% | +2.4% | -0.8% | -0.2% |
| 30D | -2.9% | -1.5% | -1.4% | -1.9% |
| 3M | -8.6% | -4.1% | -4.5% | -5.9% |
| 6M | -0.2% | +0.6% | -0.8% | -0.9% |
| YTD | +8.8% | +11.0% | -2.3% | +0.6% |
| 1Y | +13.2% | +13.3% | -0.2% | +3.1% |
| 3Y | +52.2% | +73.4% | -21.2% | +1.8% |
| 5Y | +55.1% | +57.4% | -2.3% | +10.5% |
| All | +113.0% | +221.8% | -108.7% | -12.2% |
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