+464.4%
ASO price history and return analytics
+117.4%
+347.0%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.5% |
| 7D | +15.7% | -0.1% | +15.8% | +15.9% |
| 30D | +31.6% | -3.1% | +34.7% | +37.0% |
| 3M | +41.5% | -3.5% | +45.0% | +47.9% |
| 6M | +30.9% | +0.5% | +30.4% | +28.7% |
| YTD | +42.1% | +10.8% | +31.4% | +21.3% |
| 1Y | +58.7% | +11.9% | +46.8% | +33.5% |
| 3Y | +58.6% | +73.0% | -14.4% | -25.7% |
| 5Y | +61.0% | +58.6% | +2.4% | -14.8% |
| All | +464.4% | +117.4% | +347.0% | +148.2% |
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