-41.2%
AHCO vs VT
+154.5%
-195.7%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.6% | -7.3% | -7.4% |
| 7D | -5.6% | -0.1% | -5.5% | -5.4% |
| 30D | +9.2% | -0.7% | +9.9% | +9.9% |
| 3M | -41.9% | +4.0% | -45.9% | -44.2% |
| 6M | -41.1% | +12.3% | -53.3% | -47.0% |
| YTD | -42.8% | +14.0% | -56.8% | -49.3% |
| 1Y | -38.2% | +20.3% | -58.5% | -47.7% |
| 3Y | -47.1% | +75.4% | -122.6% | -66.5% |
| 5Y | -76.9% | +66.0% | -142.9% | -84.9% |
| All | -41.2% | +154.5% | -195.7% | -68.3% |
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