+347.3%
AHR vs VLTO
+17.8%
+329.5%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.9% | +0.9% |
| 7D | -3.0% | -4.5% | +1.5% | -1.7% |
| 30D | +2.6% | -4.6% | +7.2% | +4.0% |
| 3M | +16.0% | +13.3% | +2.7% | +11.8% |
| 6M | +3.1% | +2.1% | +1.0% | +2.1% |
| YTD | +16.0% | -6.1% | +22.1% | +17.8% |
| 1Y | +28.0% | -11.4% | +39.3% | +32.4% |
| All | +347.3% | +17.8% | +329.5% | +329.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling