+38.9%
ASHR vs VOO
+309.9%
-271.0%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.4% |
| 7D | +1.5% | -2.7% | +4.2% | +3.1% |
| 30D | -6.0% | -5.4% | -0.6% | -3.0% |
| 3M | -12.1% | -4.1% | -8.1% | -10.1% |
| 6M | -15.3% | +0.7% | -16.0% | -15.6% |
| YTD | -7.2% | +8.7% | -15.9% | -11.5% |
| 1Y | -6.1% | +11.0% | -17.1% | -11.6% |
| 3Y | +27.5% | +75.5% | -48.0% | -9.7% |
| 5Y | -13.8% | +68.4% | -82.1% | -38.0% |
| All | +38.9% | +309.9% | -271.0% | -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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling