+46.5%
ASMH price history and return analytics
+10.5%
+36.0%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.2% | +5.0% | +4.8% |
| 7D | -8.1% | -2.3% | -5.8% | -3.6% |
| 30D | -19.5% | -5.0% | -14.5% | -10.3% |
| 3M | -12.8% | -4.9% | -7.9% | -3.1% |
| 6M | -1.2% | -1.5% | +0.3% | +2.9% |
| YTD | +43.1% | +8.5% | +34.6% | +25.3% |
| 1Y | +46.5% | +11.4% | +35.1% | +23.5% |
| All | +46.5% | +10.5% | +36.0% | +23.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling