-94.7%
ASMB price history and return analytics
+374.1%
-468.9%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -2.0% |
| 7D | -3.4% | -0.3% | -3.1% | -3.1% |
| 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% | -32.3% |
| YTD | -41.6% | +12.8% | -54.4% | -48.1% |
| 1Y | -36.8% | +15.4% | -52.2% | -45.0% |
| 3Y | +90.3% | +76.9% | +13.5% | +9.1% |
| 5Y | -47.8% | +60.4% | -108.2% | -66.9% |
| 10Y | -87.1% | +232.8% | -319.8% | -95.5% |
| All | -94.7% | +374.1% | -468.9% | -98.5% |
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