+344.9%
AHR vs VCLT
+4.9%
+340.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.4% |
| 7D | -4.3% | 0.0% | -4.4% | -4.4% |
| 30D | -3.1% | +0.1% | -3.2% | -3.2% |
| 3M | +15.7% | -2.9% | +18.6% | +18.0% |
| 6M | +4.1% | -4.0% | +8.0% | +7.0% |
| YTD | +15.4% | -2.2% | +17.7% | +17.1% |
| 1Y | +28.0% | -2.6% | +30.5% | +29.9% |
| All | +344.9% | +4.9% | +340.0% | +319.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling