+38.9%
ASHR price history and return analytics
+224.4%
-185.5%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.5% | -0.2% |
| 7D | -0.7% | -0.7% | 0.0% | -0.3% |
| 30D | -4.4% | -1.7% | -2.6% | -3.2% |
| 3M | -11.3% | -2.3% | -9.0% | -9.9% |
| 6M | -15.7% | +1.5% | -17.3% | -16.7% |
| YTD | -6.4% | +12.0% | -18.4% | -13.7% |
| 1Y | -5.0% | +12.9% | -17.9% | -13.0% |
| 3Y | +30.6% | +74.9% | -44.4% | -13.9% |
| 5Y | -14.8% | +59.9% | -74.7% | -40.3% |
| 10Y | +38.9% | +224.6% | -185.7% | -43.4% |
| All | +38.9% | +224.4% | -185.5% | -43.4% |
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