+196.2%
ASYS price history and return analytics
+221.4%
-25.3%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.5% | +4.1% | +4.2% |
| 7D | +6.7% | +1.0% | +5.7% | +5.4% |
| 30D | -0.3% | -0.2% | 0.0% | -0.1% |
| 3M | -21.4% | +4.5% | -26.0% | -24.3% |
| 6M | +19.9% | +14.1% | +5.8% | +6.9% |
| YTD | +23.4% | +14.8% | +8.7% | +8.6% |
| 1Y | +95.3% | +21.2% | +74.1% | +63.8% |
| 3Y | +88.7% | +76.6% | +12.1% | +6.1% |
| 5Y | +47.8% | +66.6% | -18.8% | -10.6% |
| 10Y | +196.2% | +222.3% | -26.1% | +0.8% |
| All | +196.2% | +221.4% | -25.3% | +0.8% |
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 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