-75.5%
AHMA vs VT
+10.5%
-86.0%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -4.1% | +8.7% | +6.3% |
| 7D | +5.6% | -4.2% | +9.7% | +7.2% |
| 30D | -11.6% | -5.8% | -5.8% | -9.3% |
| 3M | -33.3% | -5.2% | -28.1% | -31.7% |
| 6M | +3.6% | +0.1% | +3.5% | +3.9% |
| YTD | -76.9% | +8.2% | -85.2% | -73.4% |
| 1Y | -75.6% | +10.1% | -85.8% | -71.8% |
| All | -75.5% | +10.5% | -86.0% | -71.6% |
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