+104.2%
ASHR price history and return analytics
+268.7%
-164.5%
-51.3%
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% | +0.4% |
| 7D | -0.3% | +0.4% | -0.7% | -0.6% |
| 30D | -0.9% | +1.0% | -1.9% | -1.7% |
| 3M | -4.9% | +2.4% | -7.3% | -6.7% |
| 6M | +2.5% | +12.0% | -9.5% | -6.2% |
| YTD | +4.1% | +15.3% | -11.2% | -7.0% |
| 1Y | +13.4% | +22.6% | -9.2% | -3.5% |
| 3Y | +35.7% | +74.7% | -39.0% | -14.3% |
| 5Y | -3.3% | +66.1% | -69.5% | -37.0% |
| 10Y | +54.4% | +225.0% | -170.6% | -48.5% |
| All | +104.2% | +268.7% | -164.5% | -38.2% |
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