+231.9%
ASM price history and return analytics
+345.0%
-113.1%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.1% | +0.7% | -0.1% |
| 7D | -0.7% | -4.2% | +3.5% | +3.0% |
| 30D | -17.8% | -5.8% | -12.0% | -13.4% |
| 3M | -29.3% | -5.2% | -24.1% | -25.8% |
| 6M | -26.4% | +0.1% | -26.5% | -24.9% |
| YTD | -26.2% | +8.2% | -34.5% | -27.9% |
| 1Y | +9.3% | +10.1% | -0.8% | +5.9% |
| 3Y | +854.2% | +69.7% | +784.5% | +599.7% |
| 5Y | +377.1% | +53.4% | +323.7% | +273.8% |
| 10Y | +94.9% | +219.2% | -124.3% | +1.9% |
| All | +231.9% | +345.0% | -113.1% | +14.2% |
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