-52.8%
ASLE price history and return analytics
+143.3%
-196.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.2% | -5.0% | -4.9% |
| 7D | -5.0% | -2.3% | -2.7% | -3.6% |
| 30D | -5.2% | -5.0% | -0.2% | -2.3% |
| 3M | -27.1% | -4.9% | -22.3% | -25.0% |
| 6M | -37.2% | -1.5% | -35.7% | -36.8% |
| YTD | -35.4% | +8.5% | -43.9% | -38.6% |
| 1Y | -34.3% | +11.4% | -45.7% | -38.5% |
| 3Y | -69.9% | +70.1% | -140.0% | -77.2% |
| 5Y | -79.4% | +53.7% | -133.2% | -84.3% |
| All | -52.8% | +143.3% | -196.1% | -64.9% |
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