+3,801.0%
ASTH vs VOO
+775.2%
+3,025.8%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.4% | +2.7% | -1.1% |
| 7D | +6.5% | -4.7% | +11.2% | +7.2% |
| 30D | +5.4% | -5.9% | +11.3% | +6.2% |
| 3M | +8.9% | -4.5% | +13.4% | +9.5% |
| 6M | +10.9% | +1.9% | +9.0% | +10.7% |
| YTD | +57.2% | +8.4% | +48.8% | +55.8% |
| 1Y | +17.4% | +9.5% | +7.9% | +16.2% |
| 3Y | +22.0% | +75.3% | -53.2% | +17.3% |
| 5Y | -54.6% | +67.9% | -122.5% | -58.5% |
| 10Y | +766.9% | +314.4% | +452.4% | +1,493.6% |
| All | +3,801.0% | +775.2% | +3,025.8% | +20,423.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling