+343.3%
AHR vs VSXY
+189.1%
+154.3%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.1% | -4.0% | -1.0% |
| 7D | -2.1% | +0.1% | -2.2% | -2.1% |
| 30D | +1.9% | -18.7% | +20.6% | +2.5% |
| 3M | +15.7% | -4.0% | +19.6% | +15.7% |
| 6M | +2.5% | +67.5% | -65.0% | 0.0% |
| YTD | +15.0% | +39.7% | -24.6% | +12.9% |
| 1Y | +28.1% | +180.0% | -151.9% | +21.3% |
| All | +343.3% | +189.1% | +154.3% | +307.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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