+347.3%
AHR vs VO
+43.5%
+303.8%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.5% | +1.0% |
| 7D | -3.0% | -2.5% | -0.6% | -1.7% |
| 30D | +2.6% | -3.2% | +5.8% | +4.5% |
| 3M | +16.0% | +3.9% | +12.1% | +13.3% |
| 6M | +3.1% | +9.6% | -6.6% | -2.9% |
| YTD | +16.0% | +11.6% | +4.5% | +7.9% |
| 1Y | +28.0% | +12.6% | +15.3% | +17.9% |
| All | +347.3% | +43.5% | +303.8% | +248.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 3y: compounded portfolio wealth divided by compounded VO 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…
3y analysis · Full analysis span regression · 6 months rolling