+606.7%
ASTH vs VOO
+309.6%
+297.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.5% |
| 7D | -7.8% | +2.6% | -10.4% | -10.3% |
| 30D | -15.7% | -2.0% | -13.7% | -14.1% |
| 3M | -15.9% | -2.8% | -13.1% | -13.7% |
| 6M | -20.0% | +2.2% | -22.2% | -22.3% |
| YTD | +28.2% | +11.5% | +16.7% | +13.2% |
| 1Y | +45.1% | +13.5% | +31.6% | +26.0% |
| 3Y | +1.4% | +78.1% | -76.6% | -47.1% |
| 5Y | -71.1% | +73.1% | -144.2% | -84.1% |
| All | +606.7% | +309.6% | +297.0% | +235.7% |
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