+155.9%
ASR price history and return analytics
+217.6%
-61.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +1.1% |
| 7D | +4.0% | -0.1% | +4.1% | +3.9% |
| 30D | +15.8% | -3.1% | +18.9% | +19.1% |
| 3M | -2.3% | -3.5% | +1.2% | +1.0% |
| 6M | -11.5% | +0.5% | -11.9% | -12.0% |
| YTD | -15.4% | +10.8% | -26.2% | -23.5% |
| 1Y | -9.6% | +11.9% | -21.5% | -19.0% |
| 3Y | +43.9% | +73.0% | -29.0% | -16.5% |
| 5Y | +60.7% | +58.6% | +2.1% | +1.3% |
| 10Y | +155.9% | +219.2% | -63.3% | -32.7% |
| All | +155.9% | +217.6% | -61.7% | -32.7% |
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