+297.7%
ASH price history and return analytics
+374.2%
-76.4%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.3% |
| 7D | -1.4% | +0.4% | -1.8% | -2.0% |
| 30D | +2.3% | +1.0% | +1.3% | +1.1% |
| 3M | +28.5% | +2.4% | +26.1% | +24.6% |
| 6M | +23.1% | +12.0% | +11.1% | +7.7% |
| YTD | +26.8% | +15.3% | +11.4% | +7.3% |
| 1Y | +38.2% | +22.6% | +15.6% | +8.9% |
| 3Y | -9.7% | +74.7% | -84.3% | -52.8% |
| 5Y | -14.2% | +66.1% | -80.3% | -52.8% |
| 10Y | +49.1% | +225.0% | -175.9% | -63.5% |
| All | +297.7% | +374.2% | -76.4% | -35.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling