-86.9%
ASMB price history and return analytics
+214.8%
-301.7%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.1% | +4.7% | +5.4% |
| 7D | -4.1% | -4.2% | 0.0% | +0.5% |
| 30D | -9.8% | -5.8% | -4.0% | -3.5% |
| 3M | -24.6% | -5.2% | -19.4% | -19.9% |
| 6M | -32.3% | +0.1% | -32.4% | -32.7% |
| YTD | -41.2% | +8.2% | -49.4% | -46.5% |
| 1Y | -37.7% | +10.1% | -47.8% | -44.4% |
| 3Y | +91.6% | +69.7% | +21.9% | +3.2% |
| 5Y | -46.4% | +53.4% | -99.8% | -67.1% |
| All | -86.9% | +214.8% | -301.7% | -95.3% |
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