+17.7%
ASIX price history and return analytics
+234.0%
-216.3%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +5.8% | +0.4% | +5.4% | +5.2% |
| 30D | -12.0% | +1.0% | -13.0% | -13.4% |
| 3M | -20.1% | +2.4% | -22.5% | -23.2% |
| 6M | -9.5% | +12.0% | -21.5% | -23.8% |
| YTD | +3.4% | +15.3% | -11.9% | -16.1% |
| 1Y | -14.0% | +22.6% | -36.6% | -35.8% |
| 3Y | -43.8% | +74.7% | -118.5% | -73.8% |
| 5Y | -48.0% | +66.1% | -114.1% | -73.7% |
| All | +17.7% | +234.0% | -216.3% | -71.4% |
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