+352.8%
AHR vs VT
+61.4%
+291.3%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.8% | -1.9% |
| 7D | -1.5% | +0.4% | -1.9% | -1.7% |
| 30D | -1.4% | +1.0% | -2.4% | -1.8% |
| 3M | +18.6% | +2.4% | +16.2% | +17.0% |
| 6M | +6.6% | +12.0% | -5.4% | -0.3% |
| YTD | +17.5% | +15.3% | +2.1% | +7.8% |
| 1Y | +30.9% | +22.6% | +8.3% | +15.0% |
| All | +352.8% | +61.4% | +291.3% | +231.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling