-31.9%
AHRT vs VOO
+82.3%
-114.2%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.2% |
| 7D | +1.4% | +0.5% | +0.9% | +1.0% |
| 30D | -6.2% | -0.9% | -5.3% | -5.5% |
| 3M | -2.0% | +3.9% | -5.9% | -5.1% |
| 6M | +9.5% | +14.5% | -5.1% | -2.1% |
| YTD | +2.9% | +13.0% | -10.1% | -7.1% |
| 1Y | -3.1% | +19.4% | -22.5% | -16.6% |
| 3Y | -26.7% | +78.9% | -105.5% | -55.6% |
| 5Y | -31.9% | +82.3% | -114.1% | -59.8% |
| All | -31.9% | +82.3% | -114.2% | -59.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling