-94.7%
ASMB price history and return analytics
+354.8%
-449.5%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.1% | +4.7% | +4.8% |
| 7D | -4.1% | -4.2% | 0.0% | -0.1% |
| 30D | -9.8% | -5.8% | -4.0% | -4.4% |
| 3M | -24.6% | -5.2% | -19.4% | -20.5% |
| 6M | -32.3% | +0.1% | -32.4% | -32.6% |
| YTD | -41.2% | +8.2% | -49.4% | -45.6% |
| 1Y | -37.7% | +10.1% | -47.8% | -43.3% |
| 3Y | +91.6% | +69.7% | +21.9% | +14.3% |
| 5Y | -46.4% | +53.4% | -99.8% | -64.5% |
| 10Y | -87.0% | +219.2% | -306.2% | -95.3% |
| All | -94.7% | +354.8% | -449.5% | -98.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling