-100.0%
ASTI price history and return analytics
+92.5%
-192.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.5% | -4.3% | -3.9% |
| 7D | +6.0% | +1.0% | +5.0% | +4.3% |
| 30D | -16.8% | -0.2% | -16.5% | -16.3% |
| 3M | -60.2% | +4.5% | -64.7% | -62.4% |
| 6M | -47.7% | +14.1% | -61.8% | -55.2% |
| YTD | -27.5% | +14.8% | -42.3% | -36.7% |
| 1Y | +67.4% | +21.2% | +46.2% | +41.0% |
| 3Y | -99.7% | +76.6% | -176.3% | -99.8% |
| All | -100.0% | +92.5% | -192.5% | -100.0% |
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