-24.2%
AHCO vs VT
+148.4%
-172.7%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.6% | -2.3% | -1.7% |
| 7D | +24.4% | +0.4% | +24.0% | +24.0% |
| 30D | +21.3% | -2.6% | +23.9% | +23.7% |
| 3M | +29.2% | -3.2% | +32.4% | +32.6% |
| 6M | -35.0% | +0.9% | -35.9% | -36.2% |
| YTD | -26.2% | +11.3% | -37.5% | -33.4% |
| 1Y | -22.6% | +14.0% | -36.6% | -31.6% |
| 3Y | +7.9% | +75.8% | -67.9% | -31.9% |
| 5Y | -69.9% | +57.8% | -127.8% | -79.7% |
| All | -24.2% | +148.4% | -172.7% | -58.4% |
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