+6.6%
ASH vs VOO
+75.5%
-68.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.2% |
| 7D | +2.6% | -2.7% | +5.3% | +5.2% |
| 30D | +8.4% | -5.4% | +13.8% | +14.1% |
| 3M | +6.4% | -4.1% | +10.4% | +10.3% |
| 6M | +42.2% | +0.7% | +41.4% | +39.9% |
| YTD | +33.2% | +8.7% | +24.5% | +21.2% |
| 1Y | +56.6% | +11.0% | +45.7% | +39.3% |
| 3Y | +6.6% | +75.5% | -68.8% | -42.4% |
| All | +6.6% | +75.5% | -68.9% | -42.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling