+1,238.1%
ASND price history and return analytics
+223.7%
+1,014.4%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.6% | -1.4% | -0.8% |
| 7D | +4.4% | +0.4% | +4.0% | +4.0% |
| 30D | +13.4% | -2.6% | +16.0% | +15.5% |
| 3M | +1.7% | -3.2% | +5.0% | +4.2% |
| 6M | +8.9% | +0.9% | +7.9% | +7.7% |
| YTD | +21.9% | +11.3% | +10.5% | +11.4% |
| 1Y | +31.4% | +14.0% | +17.4% | +17.7% |
| 3Y | +182.2% | +75.8% | +106.4% | +77.8% |
| 5Y | +63.7% | +57.8% | +5.9% | +11.9% |
| 10Y | +1,238.1% | +219.8% | +1,018.3% | +516.2% |
| All | +1,238.1% | +223.7% | +1,014.4% | +516.2% |
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 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