+32.6%
AHLT vs VT
+19.6%
+12.9%
-6.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.2% |
| 7D | +2.8% | -1.1% | +3.9% | +3.4% |
| 30D | +3.2% | -1.0% | +4.2% | +3.8% |
| 3M | +6.1% | +3.2% | +3.0% | +4.1% |
| 6M | +5.1% | +12.5% | -7.4% | -2.0% |
| YTD | +15.5% | +14.1% | +1.5% | +5.9% |
| 1Y | +32.6% | +18.9% | +13.7% | +13.5% |
| All | +32.6% | +19.6% | +12.9% | +13.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling