+80.6%
ASHR vs VT
+254.7%
-174.0%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -1.7% | -1.6% | -0.1% | -0.5% |
| 30D | -7.0% | -2.5% | -4.5% | -5.1% |
| 3M | -10.8% | -1.3% | -9.5% | -9.9% |
| 6M | -14.5% | +3.1% | -17.6% | -16.5% |
| YTD | -7.9% | +10.9% | -18.9% | -15.2% |
| 1Y | -6.2% | +12.1% | -18.2% | -14.3% |
| 3Y | +27.3% | +73.9% | -46.6% | -19.4% |
| 5Y | -14.5% | +58.0% | -72.4% | -41.9% |
| 10Y | +37.7% | +225.5% | -187.7% | -54.7% |
| All | +80.6% | +254.7% | -174.0% | -43.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling