+56.6%
ASTI price history and return analytics
+20.4%
+36.2%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.7% | -1.3% |
| 7D | -3.1% | -0.1% | -2.9% | -2.3% |
| 30D | -18.8% | -0.7% | -18.1% | -16.0% |
| 3M | -58.2% | +4.0% | -62.2% | -64.9% |
| 6M | -52.6% | +12.3% | -64.9% | -70.4% |
| YTD | -30.7% | +14.0% | -44.7% | -57.7% |
| 1Y | +56.6% | +20.3% | +36.3% | -14.8% |
| All | +56.6% | +20.4% | +36.2% | -14.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling