+68.1%
ASRV price history and return analytics
+21.4%
+46.7%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -0.5% | -7.6% | -8.0% |
| 7D | -6.2% | +1.0% | -7.3% | -6.4% |
| 30D | -5.5% | -0.2% | -5.3% | -5.4% |
| 3M | +27.2% | +4.5% | +22.6% | +26.1% |
| 6M | +26.1% | +14.1% | +12.0% | +21.8% |
| YTD | +49.2% | +14.8% | +34.4% | +44.1% |
| 1Y | +68.1% | +21.2% | +46.9% | +60.2% |
| All | +68.1% | +21.4% | +46.7% | +60.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling