-38.9%
ASTL price history and return analytics
+77.8%
-116.7%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | +0.2% | +7.6% | +7.5% |
| 7D | +12.8% | -2.3% | +15.1% | +16.4% |
| 30D | +27.2% | -5.0% | +32.1% | +36.2% |
| 3M | +35.5% | -4.9% | +40.4% | +45.5% |
| 6M | +5.7% | -1.5% | +7.2% | +8.0% |
| YTD | +31.2% | +8.5% | +22.7% | +19.7% |
| 1Y | +47.0% | +11.4% | +35.6% | +30.0% |
| 3Y | -22.5% | +70.1% | -92.6% | -57.7% |
| 5Y | -47.8% | +53.7% | -101.5% | -69.8% |
| All | -38.9% | +77.8% | -116.7% | -65.5% |
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