-76.0%
AHMA vs VT
+13.6%
-89.7%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.6% | -3.0% | -1.4% |
| 7D | +4.2% | +0.4% | +3.8% | +3.8% |
| 30D | -12.9% | -2.6% | -10.3% | -11.8% |
| 3M | -35.9% | -3.2% | -32.7% | -34.8% |
| 6M | -20.9% | +0.9% | -21.9% | -20.7% |
| YTD | -77.4% | +11.3% | -88.7% | -74.3% |
| 1Y | -78.0% | +14.0% | -92.0% | -74.8% |
| All | -76.0% | +13.6% | -89.7% | -72.5% |
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 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