+29.5%
ASHR vs VT
+76.6%
-47.0%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.7% | +0.7% | +1.4% |
| 7D | +0.8% | -0.3% | +1.1% | +1.0% |
| 30D | -5.1% | -1.4% | -3.6% | -4.2% |
| 3M | -9.8% | -1.4% | -8.4% | -9.0% |
| 6M | -11.7% | +5.5% | -17.2% | -14.3% |
| YTD | -5.7% | +12.8% | -18.5% | -11.7% |
| 1Y | -2.7% | +15.4% | -18.1% | -10.1% |
| All | +29.5% | +76.6% | -47.0% | -7.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling