+36.2%
AHRT vs VT
+287.7%
-251.4%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.7% | +1.0% | +1.1% |
| 7D | +12.3% | -0.3% | +12.6% | +12.6% |
| 30D | +13.8% | -1.4% | +15.2% | +15.3% |
| 3M | -2.2% | -1.4% | -0.8% | -1.0% |
| 6M | +18.5% | +5.5% | +13.0% | +12.0% |
| YTD | +9.9% | +12.8% | -3.0% | -3.1% |
| 1Y | +15.7% | +15.4% | +0.3% | -0.4% |
| 3Y | -18.1% | +76.9% | -94.9% | -54.1% |
| 5Y | -34.9% | +60.4% | -95.3% | -59.9% |
| 10Y | -3.1% | +232.8% | -235.8% | -66.0% |
| All | +36.2% | +287.7% | -251.4% | -56.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling