+68.9%
ASTE price history and return analytics
+374.2%
-305.3%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | 0.0% | +4.3% | +4.3% |
| 7D | +1.9% | +0.4% | +1.5% | +1.4% |
| 30D | -1.5% | +1.0% | -2.5% | -2.6% |
| 3M | -14.0% | +2.4% | -16.4% | -16.2% |
| 6M | -28.8% | +12.0% | -40.8% | -37.7% |
| YTD | +2.9% | +15.3% | -12.5% | -13.0% |
| 1Y | -4.9% | +22.6% | -27.4% | -25.1% |
| 3Y | -15.8% | +74.7% | -90.5% | -56.1% |
| 5Y | -21.3% | +66.1% | -87.5% | -55.9% |
| 10Y | -16.3% | +225.0% | -241.3% | -78.8% |
| All | +68.9% | +374.2% | -305.3% | -73.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling