+25.4%
AHLT vs VT
+72.7%
-47.3%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.4% | +1.0% |
| 7D | +1.2% | -0.1% | +1.3% | +1.3% |
| 30D | +1.6% | -0.7% | +2.3% | +1.9% |
| 3M | +4.1% | +4.0% | +0.1% | +2.1% |
| 6M | +3.7% | +12.3% | -8.6% | -1.9% |
| YTD | +13.4% | +14.0% | -0.6% | +6.6% |
| 1Y | +32.2% | +20.3% | +11.9% | +21.5% |
| 3Y | +22.5% | +75.4% | -52.9% | +16.9% |
| All | +25.4% | +72.7% | -47.3% | +20.1% |
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