+12.3%
ASM vs VT
+15.2%
-2.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.7% | +9.3% | +5.0% |
| 7D | -1.0% | -0.3% | -0.7% | +0.5% |
| 30D | -15.1% | -1.4% | -13.6% | -10.0% |
| 3M | -19.8% | -1.4% | -18.4% | -15.1% |
| 6M | -25.2% | +5.5% | -30.7% | -35.3% |
| YTD | -23.7% | +12.8% | -36.5% | -42.6% |
| 1Y | +12.3% | +15.4% | -3.1% | -21.3% |
| All | +12.3% | +15.2% | -2.9% | -21.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling