+63.2%
ASH price history and return analytics
+215.5%
-152.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.2% |
| 7D | +2.6% | -2.3% | +4.9% | +5.0% |
| 30D | +8.4% | -5.0% | +13.4% | +14.1% |
| 3M | +6.4% | -4.9% | +11.2% | +11.7% |
| 6M | +42.2% | -1.5% | +43.7% | +43.6% |
| YTD | +33.2% | +8.5% | +24.7% | +21.7% |
| 1Y | +56.6% | +11.4% | +45.2% | +39.0% |
| 3Y | +6.6% | +70.1% | -63.4% | -39.0% |
| 5Y | -13.7% | +53.7% | -67.4% | -45.1% |
| All | +63.2% | +215.5% | -152.3% | -54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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