+10.2%
ASIX price history and return analytics
+221.8%
-211.6%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | 0.0% |
| 7D | -6.8% | +2.4% | -9.1% | -9.8% |
| 30D | -4.7% | -1.5% | -3.2% | -3.9% |
| 3M | -4.2% | -4.1% | -0.1% | -0.2% |
| 6M | -28.7% | +0.6% | -29.3% | -30.7% |
| YTD | -7.1% | +11.0% | -18.1% | -21.9% |
| 1Y | +0.4% | +13.3% | -13.0% | -17.9% |
| 3Y | -30.7% | +73.4% | -104.1% | -68.0% |
| 5Y | -65.1% | +57.4% | -122.5% | -81.4% |
| All | +10.2% | +221.8% | -211.6% | -76.6% |
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