+104.4%
ASEA price history and return analytics
+327.6%
-223.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.1% | +2.9% | +2.0% |
| 7D | -3.3% | -4.2% | +0.9% | -0.2% |
| 30D | -8.4% | -5.8% | -2.6% | -4.3% |
| 3M | -8.2% | -5.2% | -3.0% | -4.5% |
| 6M | +0.8% | +0.1% | +0.7% | +0.4% |
| YTD | +7.6% | +8.2% | -0.6% | +0.9% |
| 1Y | +13.5% | +10.1% | +3.3% | +5.0% |
| 3Y | +47.2% | +69.7% | -22.5% | -2.9% |
| 5Y | +54.3% | +53.4% | +1.0% | +8.7% |
| 10Y | +100.5% | +219.2% | -118.7% | -24.4% |
| All | +104.4% | +327.6% | -223.2% | -40.5% |
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 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