-49.1%
ASTE price history and return analytics
+53.4%
-102.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.7% |
| 7D | -9.1% | -2.3% | -6.7% | -6.0% |
| 30D | -8.9% | -5.0% | -4.0% | -2.4% |
| 3M | -18.9% | -4.9% | -14.1% | -13.2% |
| 6M | -33.0% | -1.5% | -31.5% | -31.1% |
| YTD | -16.9% | +8.5% | -25.4% | -24.7% |
| 1Y | -20.9% | +11.4% | -32.2% | -30.6% |
| 3Y | +17.9% | +70.1% | -52.2% | -37.9% |
| All | -49.1% | +53.4% | -102.5% | -70.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling