-12.9%
ASH vs VOO
+82.6%
-95.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | 0.0% |
| 7D | -1.4% | +0.1% | -1.5% | -1.5% |
| 30D | +2.3% | +0.1% | +2.2% | +2.2% |
| 3M | +28.5% | +2.0% | +26.5% | +25.9% |
| 6M | +23.1% | +13.0% | +10.0% | +9.7% |
| YTD | +26.8% | +13.6% | +13.2% | +12.6% |
| 1Y | +38.2% | +20.1% | +18.1% | +16.4% |
| 3Y | -9.7% | +77.6% | -87.2% | -46.0% |
| All | -12.9% | +82.6% | -95.5% | -49.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling