+343.3%
AHR vs VCLT
+3.8%
+339.6%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -2.1% | -1.4% | -0.7% | -1.2% |
| 30D | +1.9% | -1.2% | +3.1% | +2.7% |
| 3M | +15.7% | -4.8% | +20.4% | +19.6% |
| 6M | +2.5% | -2.6% | +5.1% | +4.2% |
| YTD | +15.0% | -3.3% | +18.4% | +17.5% |
| 1Y | +28.1% | -4.8% | +32.9% | +32.3% |
| All | +343.3% | +3.8% | +339.6% | +321.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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