+381.4%
ASM price history and return analytics
+57.4%
+324.0%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.6% | +3.0% | +1.4% |
| 7D | +12.1% | +0.4% | +11.7% | +11.6% |
| 30D | -11.5% | -2.6% | -8.9% | -7.3% |
| 3M | -28.6% | -3.2% | -25.4% | -24.3% |
| 6M | -28.8% | +0.9% | -29.8% | -27.6% |
| YTD | -20.9% | +11.3% | -32.2% | -28.0% |
| 1Y | +14.5% | +14.0% | +0.5% | +1.7% |
| 3Y | +991.1% | +75.8% | +915.3% | +516.7% |
| 5Y | +381.4% | +57.8% | +323.5% | +168.4% |
| All | +381.4% | +57.4% | +324.0% | +168.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling