+71.8%
ASH vs VOO
+306.9%
-235.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.8% |
| 7D | +5.2% | -0.6% | +5.8% | +5.6% |
| 30D | +8.8% | -3.6% | +12.5% | +12.6% |
| 3M | +2.5% | -2.7% | +5.2% | +4.8% |
| 6M | +41.5% | +2.2% | +39.2% | +37.6% |
| YTD | +33.5% | +10.9% | +22.6% | +20.3% |
| 1Y | +58.3% | +11.3% | +46.9% | +41.9% |
| 3Y | +14.0% | +76.9% | -62.9% | -34.6% |
| 5Y | -15.4% | +73.5% | -88.9% | -50.8% |
| 10Y | +71.8% | +307.7% | -235.9% | -61.4% |
| All | +71.8% | +306.9% | -235.1% | -61.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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