-94.0%
ASST price history and return analytics
+78.7%
-172.7%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | -4.3% |
| 7D | +3.2% | +0.4% | +2.8% | +3.1% |
| 30D | -22.8% | -2.6% | -20.2% | -18.4% |
| 3M | +72.0% | -3.2% | +75.2% | +83.9% |
| 6M | +34.8% | +0.9% | +33.9% | +36.5% |
| YTD | +45.4% | +11.3% | +34.1% | +32.0% |
| 1Y | -28.9% | +14.0% | -42.9% | -37.0% |
| 3Y | -40.4% | +75.8% | -116.2% | -69.7% |
| All | -94.0% | +78.7% | -172.7% | -96.4% |
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