-10.4%
AHRT vs VT
+223.7%
-234.1%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.6% | -1.3% | -1.5% |
| 7D | +0.9% | +0.4% | +0.6% | +0.5% |
| 30D | +7.0% | -2.6% | +9.6% | +9.9% |
| 3M | -4.6% | -3.2% | -1.3% | -1.4% |
| 6M | +6.0% | +0.9% | +5.1% | +4.2% |
| YTD | +4.7% | +11.3% | -6.6% | -7.8% |
| 1Y | +11.1% | +14.0% | -2.9% | -4.9% |
| 3Y | -18.8% | +75.8% | -94.6% | -57.8% |
| 5Y | -39.1% | +57.8% | -97.0% | -64.2% |
| 10Y | -10.4% | +219.8% | -230.2% | -73.1% |
| All | -10.4% | +223.7% | -234.1% | -73.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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