+442.0%
ASO price history and return analytics
+118.0%
+324.0%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.8% |
| 7D | +0.5% | +2.4% | -1.9% | -2.6% |
| 30D | +21.2% | -1.5% | +22.7% | +23.5% |
| 3M | +38.5% | -4.1% | +42.7% | +46.1% |
| 6M | +36.1% | +0.6% | +35.5% | +33.7% |
| YTD | +36.5% | +11.0% | +25.5% | +16.1% |
| 1Y | +52.8% | +13.3% | +39.4% | +26.2% |
| 3Y | +55.2% | +73.4% | -18.2% | -27.6% |
| 5Y | +49.5% | +57.4% | -8.0% | -20.5% |
| All | +442.0% | +118.0% | +324.0% | +137.5% |
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