+10.7%
ASHS price history and return analytics
+217.6%
-207.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.4% |
| 7D | +5.0% | -0.1% | +5.1% | +5.0% |
| 30D | -7.4% | -3.1% | -4.3% | -5.5% |
| 3M | -16.4% | -3.5% | -12.9% | -14.5% |
| 6M | -21.0% | +0.5% | -21.5% | -21.2% |
| YTD | -5.7% | +10.8% | -16.4% | -11.4% |
| 1Y | -2.3% | +11.9% | -14.2% | -8.9% |
| 3Y | +34.1% | +73.0% | -38.9% | -5.6% |
| 5Y | -5.4% | +58.6% | -64.0% | -30.1% |
| 10Y | +10.7% | +219.2% | -208.5% | -47.5% |
| All | +10.7% | +217.6% | -207.0% | -47.5% |
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