+3,747.0%
ASTH vs VOO
+817.1%
+2,929.9%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.7% |
| 7D | +1.3% | +0.1% | +1.2% | +1.3% |
| 30D | +7.4% | +0.1% | +7.3% | +7.4% |
| 3M | +1.6% | +2.0% | -0.4% | +1.4% |
| 6M | +50.3% | +13.0% | +37.3% | +48.2% |
| YTD | +55.1% | +13.6% | +41.5% | +52.8% |
| 1Y | +24.8% | +20.1% | +4.7% | +22.3% |
| 3Y | +1.5% | +77.6% | -76.1% | -2.9% |
| 5Y | -51.9% | +82.4% | -134.4% | -55.9% |
| 10Y | +632.8% | +316.8% | +315.9% | +1,123.7% |
| All | +3,747.0% | +817.1% | +2,929.9% | +20,019.9% |
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