+230.3%
ASMG vs VT
+42.0%
+188.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | 0.0% | +8.6% | +8.6% |
| 7D | +1.9% | +0.4% | +1.4% | 0.0% |
| 30D | +2.1% | +1.0% | +1.1% | -1.5% |
| 3M | -14.5% | +2.4% | -16.9% | -17.6% |
| 6M | +24.2% | +12.0% | +12.2% | -7.6% |
| YTD | +101.8% | +15.3% | +86.4% | +40.1% |
| 1Y | +276.2% | +22.6% | +253.6% | +122.0% |
| All | +230.3% | +42.0% | +188.3% | +36.6% |
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 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