+29.7%
AHRT vs VOO
+496.5%
-466.7%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +2.0% |
| 7D | +1.1% | +0.1% | +1.0% | +1.0% |
| 30D | -4.8% | +0.1% | -4.8% | -4.8% |
| 3M | -0.5% | +2.0% | -2.5% | -2.6% |
| 6M | +8.9% | +13.0% | -4.1% | -3.1% |
| YTD | +4.6% | +13.6% | -9.0% | -7.4% |
| 1Y | -0.5% | +20.1% | -20.6% | -16.7% |
| 3Y | -27.0% | +77.6% | -104.5% | -58.3% |
| 5Y | -31.3% | +82.4% | -113.7% | -62.1% |
| 10Y | -13.6% | +316.8% | -330.4% | -74.6% |
| All | +29.7% | +496.5% | -466.7% | -69.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling