-34.6%
ASMB price history and return analytics
+10.5%
-45.1%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +1.8% |
| 7D | +1.4% | -2.3% | +3.8% | +3.7% |
| 30D | -11.0% | -5.0% | -6.1% | -5.9% |
| 3M | -22.8% | -4.9% | -17.9% | -18.4% |
| 6M | -34.9% | -1.5% | -33.3% | -34.4% |
| YTD | -40.0% | +8.5% | -48.4% | -46.2% |
| 1Y | -34.6% | +11.4% | -45.9% | -44.2% |
| All | -34.6% | +10.5% | -45.1% | -44.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling