-31.2%
ASMU vs VT
+2.8%
-34.0%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.4% | -4.1% | -14.4% | 0.0% |
| 7D | -35.6% | -4.2% | -31.5% | -20.7% |
| 30D | -47.1% | -5.8% | -41.3% | -28.7% |
| 3M | -39.7% | -5.2% | -34.5% | -21.2% |
| 6M | -26.6% | +0.1% | -26.7% | -19.8% |
| All | -31.2% | +2.8% | -34.0% | -27.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling