+344.9%
AHR vs VEU
+64.4%
+280.5%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -1.2% |
| 7D | -4.3% | +0.3% | -4.6% | -4.5% |
| 30D | -3.1% | +0.7% | -3.7% | -3.3% |
| 3M | +15.7% | +4.7% | +11.0% | +13.1% |
| 6M | +4.1% | +11.6% | -7.6% | -2.0% |
| YTD | +15.4% | +16.8% | -1.4% | +5.3% |
| 1Y | +28.0% | +24.9% | +3.1% | +11.6% |
| All | +344.9% | +64.4% | +280.5% | +230.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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