-26.0%
ASYS price history and return analytics
+53.4%
-79.4%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +2.8% | +2.8% |
| 7D | -10.4% | -2.3% | -8.0% | -7.2% |
| 30D | -35.1% | -5.0% | -30.1% | -29.8% |
| 3M | -23.5% | -4.9% | -18.7% | -17.5% |
| 6M | -37.2% | -1.5% | -35.7% | -33.5% |
| YTD | -8.9% | +8.5% | -17.4% | -13.9% |
| 1Y | +62.1% | +11.4% | +50.8% | +49.1% |
| 3Y | +53.4% | +70.1% | -16.6% | -11.7% |
| All | -26.0% | +53.4% | -79.4% | -49.1% |
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 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