+122.2%
ASM price history and return analytics
+222.7%
-100.5%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -3.4% |
| 7D | -3.9% | +2.9% | -6.8% | -7.3% |
| 30D | -15.4% | -2.5% | -12.9% | -12.1% |
| 3M | -38.4% | -3.3% | -35.0% | -35.2% |
| 6M | -44.8% | +1.5% | -46.3% | -44.3% |
| YTD | -29.1% | +11.4% | -40.5% | -34.3% |
| 1Y | -11.8% | +11.9% | -23.7% | -18.3% |
| 3Y | +947.6% | +73.9% | +873.7% | +527.1% |
| 5Y | +319.0% | +57.9% | +261.2% | +172.8% |
| All | +122.2% | +222.7% | -100.5% | -9.8% |
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