+632.0%
ASTH vs VOO
+314.4%
+317.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.3% | +1.1% | +1.0% |
| 7D | -17.0% | -0.9% | -16.1% | -16.4% |
| 30D | -14.2% | -2.3% | -11.9% | -12.3% |
| 3M | -4.5% | -1.2% | -3.3% | -3.6% |
| 6M | -13.2% | +3.3% | -16.6% | -16.8% |
| YTD | +32.8% | +12.3% | +20.4% | +16.4% |
| 1Y | +38.4% | +12.5% | +25.9% | +21.4% |
| 3Y | +9.1% | +79.2% | -70.1% | -43.5% |
| 5Y | -68.6% | +75.7% | -144.3% | -83.0% |
| 10Y | +632.0% | +313.7% | +318.3% | +233.8% |
| All | +632.0% | +314.4% | +317.6% | +233.8% |
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