+112.3%
ASMH price history and return analytics
+36.5%
+75.7%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.1% | +1.1% | +0.2% |
| 7D | +4.1% | -0.7% | +4.8% | +5.7% |
| 30D | -11.3% | -1.7% | -9.5% | -8.0% |
| 3M | -10.4% | -2.3% | -8.1% | -6.2% |
| 6M | +5.1% | +1.5% | +3.6% | +3.7% |
| YTD | +54.2% | +12.0% | +42.1% | +30.5% |
| 1Y | +59.3% | +12.9% | +46.5% | +33.5% |
| All | +112.3% | +36.5% | +75.7% | +34.8% |
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