+10.0%
ASHS price history and return analytics
+215.5%
-205.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.3% |
| 7D | +5.7% | -2.3% | +8.0% | +7.2% |
| 30D | -9.3% | -5.0% | -4.3% | -6.2% |
| 3M | -14.6% | -4.9% | -9.7% | -11.8% |
| 6M | -21.1% | -1.5% | -19.6% | -20.2% |
| YTD | -6.0% | +8.5% | -14.5% | -10.6% |
| 1Y | -2.1% | +11.4% | -13.5% | -8.4% |
| 3Y | +32.5% | +70.1% | -37.6% | -5.6% |
| 5Y | -4.9% | +53.7% | -58.6% | -28.2% |
| All | +10.0% | +215.5% | -205.5% | -46.8% |
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