+598.1%
ASM vs VT
+66.2%
+531.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | 0.0% | -4.7% | -4.7% |
| 7D | -1.9% | +0.4% | -2.3% | -2.5% |
| 30D | +13.1% | +1.0% | +12.1% | +11.6% |
| 3M | +7.8% | +2.4% | +5.4% | +6.0% |
| 6M | -15.6% | +12.0% | -27.6% | -26.1% |
| YTD | +18.0% | +15.3% | +2.7% | +0.9% |
| 1Y | +70.1% | +22.6% | +47.5% | +35.8% |
| 3Y | +1,082.3% | +74.7% | +1,007.6% | +548.0% |
| All | +598.1% | +66.2% | +531.9% | +271.6% |
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