+112.8%
ASMH vs VT
+35.2%
+77.6%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.8% | +1.8% |
| 7D | -4.8% | -1.6% | -3.2% | -1.8% |
| 30D | -15.5% | -2.5% | -13.0% | -11.3% |
| 3M | -2.2% | -1.3% | -0.9% | +0.4% |
| 6M | +14.9% | +3.1% | +11.8% | +10.7% |
| YTD | +54.6% | +10.9% | +43.7% | +33.1% |
| 1Y | +52.5% | +12.1% | +40.4% | +29.4% |
| All | +112.8% | +35.2% | +77.6% | +37.5% |
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