-34.0%
ASTL price history and return analytics
+82.4%
-116.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +2.6% | +5.4% | +4.5% |
| 7D | +17.6% | +0.4% | +17.2% | +17.2% |
| 30D | +35.1% | -2.6% | +37.7% | +40.2% |
| 3M | +42.6% | -3.2% | +45.8% | +49.8% |
| 6M | +13.0% | +0.9% | +12.1% | +11.9% |
| YTD | +41.7% | +11.3% | +30.4% | +25.0% |
| 1Y | +50.5% | +14.0% | +36.5% | +29.2% |
| 3Y | -15.7% | +75.8% | -91.6% | -55.9% |
| 5Y | -45.5% | +57.8% | -103.3% | -69.5% |
| All | -34.0% | +82.4% | -116.4% | -63.9% |
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 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