-16.1%
ASH vs VT
+57.9%
-74.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | +0.3% | -1.6% | +1.9% | +1.9% |
| 30D | +5.0% | -2.5% | +7.5% | +7.7% |
| 3M | +2.4% | -1.3% | +3.7% | +3.5% |
| 6M | +42.8% | +3.1% | +39.7% | +37.7% |
| YTD | +26.9% | +10.9% | +16.0% | +13.8% |
| 1Y | +55.6% | +12.1% | +43.6% | +38.0% |
| 3Y | +1.2% | +73.9% | -72.7% | -41.2% |
| All | -16.1% | +57.9% | -74.0% | -46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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