+5.9%
ASYS price history and return analytics
+346.0%
-340.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +2.8% | +2.8% |
| 7D | -10.4% | -2.3% | -8.0% | -8.0% |
| 30D | -35.1% | -5.0% | -30.1% | -31.2% |
| 3M | -23.5% | -4.9% | -18.7% | -19.0% |
| 6M | -37.2% | -1.5% | -35.7% | -34.3% |
| YTD | -8.9% | +8.5% | -17.4% | -13.4% |
| 1Y | +62.1% | +11.4% | +50.8% | +50.6% |
| 3Y | +53.4% | +70.1% | -16.6% | -4.9% |
| 5Y | -23.9% | +53.7% | -77.6% | -47.4% |
| 10Y | +158.0% | +220.0% | -61.9% | -8.0% |
| All | +5.9% | +346.0% | -340.1% | -74.1% |
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