-2.1%
ASHS vs VOO
+9.9%
-12.1%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.4% |
| 7D | +5.7% | -2.7% | +8.4% | +7.8% |
| 30D | -9.3% | -5.4% | -3.9% | -5.1% |
| 3M | -14.6% | -4.1% | -10.5% | -11.7% |
| 6M | -21.1% | +0.7% | -21.8% | -21.4% |
| YTD | -6.0% | +8.7% | -14.7% | -10.6% |
| 1Y | -2.1% | +11.0% | -13.1% | -7.3% |
| All | -2.1% | +9.9% | -12.1% | -7.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling