+38.2%
ASYS price history and return analytics
+368.9%
-330.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.9% |
| 7D | -0.3% | -1.1% | +0.8% | +0.8% |
| 30D | -6.5% | -1.0% | -5.5% | -5.6% |
| 3M | -34.0% | +3.2% | -37.2% | -35.4% |
| 6M | +8.4% | +12.5% | -4.0% | -0.8% |
| YTD | +18.8% | +14.1% | +4.7% | +6.6% |
| 1Y | +69.4% | +18.9% | +50.5% | +47.1% |
| 3Y | +86.1% | +74.1% | +12.1% | +11.6% |
| 5Y | +29.3% | +66.9% | -37.5% | -17.9% |
| 10Y | +191.8% | +228.3% | -36.5% | +0.3% |
| All | +38.2% | +368.9% | -330.8% | -68.1% |
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 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