-94.2%
ASST price history and return analytics
+73.8%
-168.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -4.1% | -6.1% | -3.4% |
| 7D | -17.3% | -4.2% | -13.2% | -10.5% |
| 30D | -30.8% | -5.8% | -25.0% | -22.6% |
| 3M | +65.4% | -5.2% | +70.6% | +83.5% |
| 6M | +24.7% | +0.1% | +24.6% | +28.6% |
| YTD | +39.5% | +8.2% | +31.3% | +32.9% |
| 1Y | -29.5% | +10.1% | -39.6% | -34.0% |
| 3Y | -41.2% | +69.7% | -110.8% | -68.2% |
| All | -94.2% | +73.8% | -168.0% | -96.3% |
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