+93.5%
ASRV price history and return analytics
+224.4%
-130.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | +0.3% |
| 7D | -0.6% | -0.7% | +0.1% | -0.5% |
| 30D | +14.4% | -1.7% | +16.1% | +14.9% |
| 3M | -1.7% | -2.3% | +0.6% | -1.1% |
| 6M | +30.1% | +1.5% | +28.6% | +29.0% |
| YTD | +53.0% | +12.0% | +41.0% | +46.5% |
| 1Y | +57.0% | +12.9% | +44.1% | +49.8% |
| 3Y | +103.0% | +74.9% | +28.0% | +65.4% |
| 5Y | +49.8% | +59.9% | -10.1% | +25.7% |
| 10Y | +93.5% | +224.6% | -131.1% | +28.7% |
| All | +93.5% | +224.4% | -130.8% | +28.7% |
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