+8.5%
AHRT vs VOO
+13.0%
-4.5%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.4% | -0.8% |
| 7D | -6.0% | -0.9% | -5.1% | -5.6% |
| 30D | +4.6% | -2.3% | +6.9% | +5.9% |
| 3M | -3.0% | -1.2% | -1.8% | -2.4% |
| 6M | +2.8% | +3.3% | -0.6% | +1.0% |
| YTD | +3.2% | +12.3% | -9.1% | -4.5% |
| 1Y | +8.5% | +12.5% | -4.0% | +0.5% |
| All | +8.5% | +13.0% | -4.5% | +0.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling