+303.6%
ASH vs VOO
+775.2%
-471.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.4% | +4.2% | +4.4% |
| 7D | +2.6% | -4.7% | +7.3% | +7.7% |
| 30D | +7.5% | -5.9% | +13.4% | +14.3% |
| 3M | +7.0% | -4.5% | +11.5% | +11.9% |
| 6M | +47.9% | +1.9% | +46.0% | +44.1% |
| YTD | +32.6% | +8.4% | +24.2% | +21.2% |
| 1Y | +54.5% | +9.5% | +45.1% | +39.6% |
| 3Y | +5.7% | +75.3% | -69.6% | -42.1% |
| 5Y | -14.0% | +67.9% | -81.9% | -51.2% |
| 10Y | +63.3% | +314.4% | -251.2% | -68.0% |
| All | +303.6% | +775.2% | -471.6% | -73.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling