+10.7%
ASHS vs VOO
+306.9%
-296.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.5% |
| 7D | +5.0% | -0.6% | +5.6% | +5.2% |
| 30D | -7.4% | -3.6% | -3.7% | -5.6% |
| 3M | -16.4% | -2.7% | -13.7% | -15.2% |
| 6M | -21.0% | +2.2% | -23.3% | -21.9% |
| YTD | -5.7% | +10.9% | -16.6% | -10.4% |
| 1Y | -2.3% | +11.3% | -13.6% | -7.4% |
| 3Y | +34.1% | +76.9% | -42.8% | -1.1% |
| 5Y | -5.4% | +73.5% | -78.9% | -30.2% |
| 10Y | +10.7% | +307.7% | -297.0% | -49.3% |
| All | +10.7% | +306.9% | -296.2% | -49.3% |
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