-3.2%
AHRT vs VOO
+18.9%
-22.1%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.8% | -1.0% |
| 7D | -0.8% | -0.4% | -0.4% | -0.6% |
| 30D | -4.7% | -1.4% | -3.4% | -4.0% |
| 3M | -4.3% | +3.7% | -8.0% | -6.2% |
| 6M | +13.2% | +13.0% | +0.2% | +4.4% |
| YTD | +1.6% | +12.4% | -10.8% | -6.1% |
| 1Y | -3.2% | +18.6% | -21.8% | -16.6% |
| All | -3.2% | +18.9% | -22.1% | -16.6% |
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