+390.2%
AHR vs VT
+55.8%
+334.4%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.8% | +0.7% |
| 7D | +9.6% | +0.4% | +9.2% | +9.4% |
| 30D | +16.1% | -2.6% | +18.7% | +17.3% |
| 3M | +4.4% | -3.2% | +7.7% | +5.8% |
| 6M | +15.1% | +0.9% | +14.2% | +13.9% |
| YTD | +27.2% | +11.3% | +15.9% | +18.4% |
| 1Y | +21.7% | +14.0% | +7.7% | +11.5% |
| All | +390.2% | +55.8% | +334.4% | +263.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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