+100.4%
ASM price history and return analytics
+215.5%
-115.1%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.2% |
| 7D | +7.1% | -2.3% | +9.5% | +10.5% |
| 30D | -12.6% | -5.0% | -7.6% | -6.3% |
| 3M | -27.1% | -4.9% | -22.2% | -21.8% |
| 6M | -31.7% | -1.5% | -30.2% | -28.5% |
| YTD | -25.1% | +8.5% | -33.6% | -28.3% |
| 1Y | +12.3% | +11.4% | +0.9% | +5.0% |
| 3Y | +889.4% | +70.1% | +819.3% | +507.5% |
| 5Y | +384.4% | +53.7% | +330.6% | +225.7% |
| All | +100.4% | +215.5% | -115.1% | -28.7% |
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