-16.7%
ASTE price history and return analytics
+221.4%
-238.2%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.4% |
| 7D | +4.2% | +1.0% | +3.2% | +2.9% |
| 30D | -2.8% | -0.2% | -2.5% | -2.4% |
| 3M | -16.2% | +4.5% | -20.8% | -20.4% |
| 6M | -25.3% | +14.1% | -39.3% | -36.1% |
| YTD | -0.2% | +14.8% | -15.0% | -15.0% |
| 1Y | -7.7% | +21.2% | -28.9% | -26.2% |
| 3Y | -8.7% | +76.6% | -85.3% | -52.5% |
| 5Y | -21.3% | +66.6% | -87.9% | -55.8% |
| 10Y | -16.7% | +222.3% | -239.0% | -78.2% |
| All | -16.7% | +221.4% | -238.2% | -78.2% |
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 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