+344.9%
AHR vs VO
+44.8%
+300.1%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -1.1% |
| 7D | -4.3% | -0.6% | -3.8% | -4.0% |
| 30D | -3.1% | -1.9% | -1.1% | -2.0% |
| 3M | +15.7% | +3.3% | +12.4% | +13.4% |
| 6M | +4.1% | +9.7% | -5.6% | -1.9% |
| YTD | +15.4% | +12.6% | +2.8% | +6.8% |
| 1Y | +28.0% | +13.6% | +14.3% | +17.3% |
| All | +344.9% | +44.8% | +300.1% | +244.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling