-14.0%
ASH price history and return analytics
+53.2%
-67.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.1% | +3.9% | +3.9% |
| 7D | +2.6% | -4.2% | +6.7% | +6.9% |
| 30D | +7.5% | -5.8% | +13.3% | +13.9% |
| 3M | +7.0% | -5.2% | +12.2% | +12.6% |
| 6M | +47.9% | +0.1% | +47.7% | +46.7% |
| YTD | +32.6% | +8.2% | +24.4% | +21.7% |
| 1Y | +54.5% | +10.1% | +44.4% | +39.2% |
| 3Y | +5.7% | +69.7% | -64.0% | -37.1% |
| 5Y | -14.0% | +53.4% | -67.4% | -43.6% |
| All | -14.0% | +53.2% | -67.2% | -43.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling