-75.4%
AHCO vs VT
+66.2%
-141.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.5% | -4.1% | -4.1% |
| 7D | +12.3% | +1.0% | +11.3% | +11.3% |
| 30D | +8.8% | -0.2% | +9.0% | +9.2% |
| 3M | -35.9% | +4.5% | -40.4% | -39.7% |
| 6M | -34.8% | +14.1% | -48.8% | -45.0% |
| YTD | -37.9% | +14.8% | -52.6% | -48.2% |
| 1Y | -34.3% | +21.2% | -55.5% | -48.9% |
| 3Y | -42.6% | +76.6% | -119.1% | -72.2% |
| 5Y | -75.4% | +66.6% | -142.0% | -87.2% |
| All | -75.4% | +66.2% | -141.6% | -87.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling