+108.0%
ASMH price history and return analytics
+35.7%
+72.3%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -0.9% |
| 7D | +11.2% | +2.9% | +8.3% | +5.7% |
| 30D | -10.8% | -2.5% | -8.3% | -6.2% |
| 3M | -13.0% | -3.3% | -9.7% | -7.2% |
| 6M | +5.7% | +1.5% | +4.2% | +4.3% |
| YTD | +51.1% | +11.4% | +39.7% | +29.4% |
| 1Y | +54.2% | +11.9% | +42.3% | +31.1% |
| All | +108.0% | +35.7% | +72.3% | +33.6% |
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