+145.2%
ASYS price history and return analytics
+222.7%
-77.5%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.5% |
| 7D | +12.1% | +2.9% | +9.2% | +8.5% |
| 30D | -19.3% | -2.5% | -16.8% | -16.2% |
| 3M | -22.0% | -3.3% | -18.7% | -18.2% |
| 6M | -40.7% | +1.5% | -42.2% | -39.8% |
| YTD | -1.0% | +11.4% | -12.3% | -9.0% |
| 1Y | +63.8% | +11.9% | +51.9% | +50.0% |
| 3Y | +74.1% | +73.9% | +0.2% | +0.4% |
| 5Y | -19.4% | +57.9% | -77.3% | -48.1% |
| All | +145.2% | +222.7% | -77.5% | -26.1% |
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