+65.5%
ASHS price history and return analytics
+228.4%
-162.9%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.1% | +3.5% | +2.5% |
| 7D | +2.6% | -4.2% | +6.7% | +5.9% |
| 30D | -9.7% | -5.8% | -3.9% | -5.6% |
| 3M | -14.2% | -5.2% | -9.0% | -10.7% |
| 6M | -18.9% | +0.1% | -19.0% | -18.9% |
| YTD | -5.9% | +8.2% | -14.1% | -11.2% |
| 1Y | -0.7% | +10.1% | -10.9% | -7.6% |
| 3Y | +34.3% | +69.7% | -35.4% | -10.3% |
| 5Y | -4.8% | +53.4% | -58.2% | -32.0% |
| 10Y | +10.6% | +219.2% | -208.6% | -63.9% |
| All | +65.5% | +228.4% | -162.9% | -43.6% |
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