+233.3%
ASMG price history and return analytics
+40.4%
+192.9%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.7% | -1.9% |
| 7D | +4.7% | -0.1% | +4.8% | +4.9% |
| 30D | -3.0% | -0.7% | -2.4% | -0.6% |
| 3M | -14.3% | +4.0% | -18.3% | -22.5% |
| 6M | +33.8% | +12.3% | +21.6% | -1.5% |
| YTD | +103.6% | +14.0% | +89.6% | +47.4% |
| 1Y | +233.2% | +20.3% | +212.9% | +109.6% |
| All | +233.3% | +40.4% | +192.9% | +43.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling