+172.7%
ASR price history and return analytics
+224.4%
-51.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | +0.1% | +0.1% |
| 7D | +2.3% | -0.7% | +3.0% | +2.8% |
| 30D | +14.4% | -1.7% | +16.2% | +16.2% |
| 3M | 0.0% | -2.3% | +2.3% | +2.1% |
| 6M | -11.8% | +1.5% | -13.3% | -13.2% |
| YTD | -14.4% | +12.0% | -26.4% | -23.3% |
| 1Y | -9.7% | +12.9% | -22.6% | -19.8% |
| 3Y | +45.7% | +74.9% | -29.2% | -16.3% |
| 5Y | +62.4% | +59.9% | +2.5% | +1.7% |
| 10Y | +172.7% | +224.6% | -52.0% | -26.4% |
| All | +172.7% | +224.4% | -51.7% | -26.4% |
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