-62.4%
ASIX price history and return analytics
+53.4%
-115.8%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.2% | +3.3% | +3.3% |
| 7D | +9.5% | -2.3% | +11.8% | +11.9% |
| 30D | +1.1% | -5.0% | +6.0% | +6.3% |
| 3M | -15.7% | -4.9% | -10.8% | -11.7% |
| 6M | -32.0% | -1.5% | -30.5% | -32.1% |
| YTD | -0.3% | +8.5% | -8.8% | -12.9% |
| 1Y | -3.9% | +11.4% | -15.3% | -18.8% |
| 3Y | -27.8% | +70.1% | -97.8% | -65.2% |
| All | -62.4% | +53.4% | -115.8% | -79.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling