-51.4%
ASMB vs VT
+224.5%
-275.8%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +7.4% | +0.4% | +7.0% | +6.8% |
| 30D | +37.9% | +1.0% | +36.9% | +36.3% |
| 3M | +51.8% | +2.4% | +49.4% | +47.3% |
| 6M | +22.9% | +12.0% | +10.9% | +7.5% |
| YTD | +7.6% | +15.3% | -7.7% | -8.9% |
| 1Y | +57.0% | +22.6% | +34.4% | +24.1% |
| 3Y | +211.2% | +74.7% | +136.6% | +63.8% |
| 5Y | -6.4% | +66.1% | -72.6% | -47.6% |
| All | -51.4% | +224.5% | -275.8% | -84.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling