-48.9%
ASLE price history and return analytics
+153.0%
-201.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.7% | 0.0% |
| 7D | +8.5% | -0.3% | +8.8% | +8.7% |
| 30D | +0.4% | -1.4% | +1.8% | +1.2% |
| 3M | -23.7% | -1.4% | -22.3% | -23.1% |
| 6M | -26.8% | +5.5% | -32.3% | -29.3% |
| YTD | -30.1% | +12.8% | -42.9% | -35.0% |
| 1Y | -31.4% | +15.4% | -46.9% | -37.1% |
| 3Y | -69.4% | +76.9% | -146.3% | -77.4% |
| 5Y | -78.0% | +60.4% | -138.5% | -83.7% |
| All | -48.9% | +153.0% | -201.9% | -62.9% |
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 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