+10.9%
ASTH vs VOO
+78.4%
-67.5%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.3% | -4.5% | -3.8% |
| 7D | -8.4% | +0.1% | -8.5% | -8.6% |
| 30D | -10.1% | -3.3% | -6.8% | -7.9% |
| 3M | -5.6% | -2.4% | -3.2% | -3.9% |
| 6M | -14.1% | +2.6% | -16.7% | -16.1% |
| YTD | +36.1% | +11.3% | +24.8% | +24.7% |
| 1Y | +32.2% | +13.4% | +18.8% | +19.2% |
| 3Y | +10.9% | +80.3% | -69.4% | -50.7% |
| All | +10.9% | +78.4% | -67.5% | -50.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling