+38.9%
ASHR price history and return analytics
+215.5%
-176.6%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.4% |
| 7D | +1.5% | -2.3% | +3.8% | +3.2% |
| 30D | -6.0% | -5.0% | -1.1% | -2.6% |
| 3M | -12.1% | -4.9% | -7.3% | -9.0% |
| 6M | -15.3% | -1.5% | -13.7% | -14.3% |
| YTD | -7.2% | +8.5% | -15.6% | -12.4% |
| 1Y | -6.1% | +11.4% | -17.5% | -13.2% |
| 3Y | +27.5% | +70.1% | -42.6% | -14.2% |
| 5Y | -13.8% | +53.7% | -67.5% | -37.8% |
| All | +38.9% | +215.5% | -176.6% | -40.0% |
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