-28.6%
ASMB price history and return analytics
+5.0%
-33.5%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -2.0% |
| 7D | -3.4% | -0.3% | -3.1% | -3.0% |
| 30D | -12.6% | -1.4% | -11.2% | -11.4% |
| 3M | -24.8% | -1.4% | -23.5% | -23.7% |
| 6M | -28.6% | +5.5% | -34.0% | -35.8% |
| All | -28.6% | +5.0% | -33.5% | -35.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling