+90.8%
ASHS price history and return analytics
+250.0%
-159.2%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -2.0% | +0.4% | -2.4% | -2.3% |
| 30D | -1.1% | +1.0% | -2.1% | -1.9% |
| 3M | -5.9% | +2.4% | -8.2% | -7.4% |
| 6M | -3.3% | +12.0% | -15.3% | -11.1% |
| YTD | +8.4% | +15.3% | -6.9% | -2.3% |
| 1Y | +23.8% | +22.6% | +1.2% | +6.6% |
| 3Y | +48.0% | +74.7% | -26.7% | -3.3% |
| 5Y | +5.1% | +66.1% | -61.0% | -29.5% |
| 10Y | +26.8% | +225.0% | -198.2% | -58.1% |
| All | +90.8% | +250.0% | -159.2% | -38.0% |
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