-22.2%
ASYS price history and return analytics
+57.0%
-79.2%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.6% | -2.5% |
| 7D | +5.6% | +2.4% | +3.2% | +2.5% |
| 30D | -13.8% | -1.5% | -12.3% | -11.3% |
| 3M | -24.6% | -4.1% | -20.4% | -19.4% |
| 6M | -41.7% | +0.6% | -42.3% | -40.1% |
| YTD | -3.8% | +11.0% | -14.9% | -11.7% |
| 1Y | +64.7% | +13.3% | +51.3% | +47.9% |
| 3Y | +66.9% | +73.4% | -6.5% | -6.0% |
| All | -22.2% | +57.0% | -79.2% | -48.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling