-4.8%
ASHS vs VT
+53.2%
-58.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.1% | +3.5% | +1.8% |
| 7D | +2.6% | -4.2% | +6.7% | +5.1% |
| 30D | -9.7% | -5.8% | -3.9% | -6.6% |
| 3M | -14.2% | -5.2% | -9.0% | -11.6% |
| 6M | -18.9% | +0.1% | -19.0% | -18.7% |
| YTD | -5.9% | +8.2% | -14.1% | -9.4% |
| 1Y | -0.7% | +10.1% | -10.9% | -5.3% |
| 3Y | +34.3% | +69.7% | -35.4% | +4.0% |
| 5Y | -4.8% | +53.4% | -58.2% | -25.2% |
| All | -4.8% | +53.2% | -58.0% | -25.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling