-86.6%
ASMB price history and return analytics
+215.5%
-302.2%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +1.8% |
| 7D | +1.4% | -2.3% | +3.8% | +4.0% |
| 30D | -11.0% | -5.0% | -6.1% | -5.8% |
| 3M | -22.8% | -4.9% | -17.9% | -18.3% |
| 6M | -34.9% | -1.5% | -33.3% | -34.0% |
| YTD | -40.0% | +8.5% | -48.4% | -45.5% |
| 1Y | -34.6% | +11.4% | -45.9% | -42.4% |
| 3Y | +93.4% | +70.1% | +23.3% | +3.9% |
| 5Y | -45.3% | +53.7% | -99.0% | -66.5% |
| All | -86.6% | +215.5% | -302.2% | -95.2% |
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 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