-14.0%
ASH vs VOO
+67.5%
-81.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.4% | +4.2% | +3.7% |
| 7D | +2.6% | -4.7% | +7.3% | +7.0% |
| 30D | +7.5% | -5.9% | +13.4% | +13.3% |
| 3M | +7.0% | -4.5% | +11.5% | +11.2% |
| 6M | +47.9% | +1.9% | +46.0% | +44.5% |
| YTD | +32.6% | +8.4% | +24.2% | +22.5% |
| 1Y | +54.5% | +9.5% | +45.1% | +41.3% |
| 3Y | +5.7% | +75.3% | -69.6% | -36.1% |
| 5Y | -14.0% | +67.9% | -81.9% | -46.3% |
| All | -14.0% | +67.5% | -81.6% | -46.3% |
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