+21.9%
AHR vs VT
+13.0%
+8.9%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.8% | +1.7% |
| 7D | +9.6% | +0.4% | +9.2% | +9.6% |
| 30D | +16.1% | -2.6% | +18.7% | +16.0% |
| 3M | +4.4% | -3.2% | +7.7% | +4.4% |
| 6M | +15.1% | +0.9% | +14.2% | +14.7% |
| YTD | +27.2% | +11.3% | +15.9% | +23.0% |
| All | +21.9% | +13.0% | +8.9% | +17.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling