-12.4%
AHRT vs VOO
+315.3%
-327.7%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.8% | -0.8% |
| 7D | -0.8% | -0.4% | -0.4% | -0.4% |
| 30D | -4.7% | -1.4% | -3.4% | -3.4% |
| 3M | -4.3% | +3.7% | -8.0% | -8.0% |
| 6M | +13.2% | +13.0% | +0.2% | -0.2% |
| YTD | +1.6% | +12.4% | -10.8% | -10.1% |
| 1Y | -3.2% | +18.6% | -21.8% | -19.1% |
| 3Y | -27.6% | +78.1% | -105.6% | -60.9% |
| 5Y | -31.1% | +82.3% | -113.3% | -64.1% |
| 10Y | -12.4% | +322.5% | -334.9% | -80.3% |
| All | -12.4% | +315.3% | -327.7% | -80.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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