-75.9%
AHMA vs VT
+10.8%
-86.7%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.8% |
| 7D | -1.8% | -2.3% | +0.6% | -1.1% |
| 30D | -14.5% | -5.0% | -9.5% | -12.7% |
| 3M | -33.3% | -4.9% | -28.5% | -31.9% |
| 6M | -30.0% | -1.5% | -28.5% | -29.2% |
| YTD | -77.3% | +8.5% | -85.8% | -73.9% |
| 1Y | -73.7% | +11.4% | -85.1% | -69.5% |
| All | -75.9% | +10.8% | -86.7% | -72.1% |
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