+24.5%
AHLT vs VT
+73.8%
-49.3%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.4% |
| 7D | +0.8% | +1.0% | -0.2% | +0.4% |
| 30D | +2.3% | -0.2% | +2.5% | +2.4% |
| 3M | +2.0% | +4.5% | -2.5% | -0.2% |
| 6M | +3.4% | +14.1% | -10.6% | -3.0% |
| YTD | +12.6% | +14.8% | -2.2% | +5.5% |
| 1Y | +31.0% | +21.2% | +9.8% | +20.0% |
| 3Y | +21.6% | +76.6% | -54.9% | +15.7% |
| All | +24.5% | +73.8% | -49.3% | +18.9% |
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