-13.7%
AHRT vs VOO
+314.4%
-328.1%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.4% | -1.4% |
| 7D | -6.0% | -0.9% | -5.1% | -5.3% |
| 30D | +4.6% | -2.3% | +6.9% | +6.9% |
| 3M | -3.0% | -1.2% | -1.8% | -2.0% |
| 6M | +2.8% | +3.3% | -0.6% | -1.1% |
| YTD | +3.2% | +12.3% | -9.1% | -8.8% |
| 1Y | +8.5% | +12.5% | -4.0% | -4.4% |
| 3Y | -21.2% | +79.2% | -100.4% | -57.8% |
| 5Y | -40.4% | +75.7% | -116.1% | -67.6% |
| 10Y | -13.7% | +313.7% | -327.3% | -78.5% |
| All | -13.7% | +314.4% | -328.1% | -78.5% |
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