-4.7%
ASMB price history and return analytics
+66.2%
-70.9%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +7.4% | +0.4% | +7.0% | +6.9% |
| 30D | +37.9% | +1.0% | +36.9% | +36.4% |
| 3M | +51.8% | +2.4% | +49.4% | +47.8% |
| 6M | +22.9% | +12.0% | +10.9% | +8.7% |
| YTD | +7.6% | +15.3% | -7.7% | -7.5% |
| 1Y | +57.0% | +22.6% | +34.4% | +26.9% |
| 3Y | +211.2% | +74.7% | +136.6% | +77.4% |
| All | -4.7% | +66.2% | -70.9% | -41.7% |
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