+455.8%
ASO price history and return analytics
+119.9%
+335.9%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.1% | -2.7% | -3.1% |
| 7D | +2.4% | -0.7% | +3.1% | +3.1% |
| 30D | +28.9% | -1.7% | +30.6% | +31.7% |
| 3M | +40.3% | -2.3% | +42.6% | +44.1% |
| 6M | +35.3% | +1.5% | +33.8% | +31.1% |
| YTD | +40.0% | +12.0% | +27.9% | +17.6% |
| 1Y | +59.3% | +12.9% | +46.5% | +32.5% |
| 3Y | +56.2% | +74.9% | -18.8% | -28.0% |
| 5Y | +54.7% | +59.9% | -5.2% | -19.2% |
| All | +455.8% | +119.9% | +335.9% | +140.6% |
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