-78.4%
ASLE price history and return analytics
+53.2%
-131.6%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.1% | +1.1% | +1.5% |
| 7D | +2.8% | -4.2% | +6.9% | +7.6% |
| 30D | -3.0% | -5.8% | +2.8% | +3.4% |
| 3M | -25.2% | -5.2% | -19.9% | -20.8% |
| 6M | -32.9% | +0.1% | -33.0% | -33.8% |
| YTD | -32.2% | +8.2% | -40.4% | -38.7% |
| 1Y | -33.5% | +10.1% | -43.6% | -41.2% |
| 3Y | -70.3% | +69.7% | -140.0% | -84.1% |
| 5Y | -78.4% | +53.4% | -131.8% | -85.7% |
| All | -78.4% | +53.2% | -131.6% | -85.7% |
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