-69.4%
AHCO vs VT
+57.5%
-126.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.5% | +5.5% | +5.5% |
| 7D | +22.9% | -0.1% | +23.1% | +23.0% |
| 30D | +27.4% | -3.1% | +30.5% | +31.5% |
| 3M | +47.9% | -3.5% | +51.4% | +53.5% |
| 6M | -31.7% | +0.5% | -32.1% | -33.4% |
| YTD | -22.5% | +10.8% | -33.3% | -33.1% |
| 1Y | -17.9% | +11.9% | -29.8% | -30.0% |
| 3Y | +12.2% | +73.0% | -60.8% | -45.0% |
| 5Y | -69.4% | +58.6% | -128.0% | -83.0% |
| All | -69.4% | +57.5% | -126.9% | -83.0% |
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 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