+27.5%
ASHR price history and return analytics
+69.7%
-42.3%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | +1.5% | -2.3% | +3.8% | +3.0% |
| 30D | -6.0% | -5.0% | -1.1% | -3.1% |
| 3M | -12.1% | -4.9% | -7.3% | -9.4% |
| 6M | -15.3% | -1.5% | -13.7% | -14.4% |
| YTD | -7.2% | +8.5% | -15.6% | -11.0% |
| 1Y | -6.1% | +11.4% | -17.5% | -11.4% |
| 3Y | +27.5% | +70.1% | -42.6% | -6.9% |
| All | +27.5% | +69.7% | -42.3% | -6.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling