+41.4%
ASO price history and return analytics
+69.7%
-28.4%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -1.1% |
| 7D | +13.6% | -2.3% | +15.9% | +17.1% |
| 30D | +27.8% | -5.0% | +32.8% | +36.4% |
| 3M | +42.5% | -4.9% | +47.4% | +51.5% |
| 6M | +24.3% | -1.5% | +25.8% | +25.0% |
| YTD | +35.8% | +8.5% | +27.3% | +17.6% |
| 1Y | +47.7% | +11.4% | +36.3% | +22.3% |
| 3Y | +41.4% | +70.1% | -28.7% | -47.5% |
| All | +41.4% | +69.7% | -28.4% | -47.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling