+393.8%
AHR vs VLTO
+49.2%
+344.6%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | +8.1% | +1.6% | +6.5% | +7.6% |
| 30D | +16.9% | +22.0% | -5.0% | +10.3% |
| 3M | +7.6% | +21.9% | -14.3% | +1.4% |
| 6M | +16.0% | +36.5% | -20.5% | +5.6% |
| YTD | +28.1% | +19.0% | +9.1% | +21.3% |
| 1Y | +22.8% | +21.0% | +1.8% | +15.4% |
| All | +393.8% | +49.2% | +344.6% | +341.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling