-99.9%
AHT vs VOO
+314.0%
-413.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.5% | +1.8% |
| 7D | +1.3% | +0.5% | +0.7% | +0.4% |
| 30D | -2.2% | -0.9% | -1.2% | -0.8% |
| 3M | +3.9% | +3.9% | 0.0% | -2.3% |
| 6M | -2.2% | +14.5% | -16.7% | -21.4% |
| YTD | -25.6% | +13.0% | -38.5% | -39.1% |
| 1Y | -48.7% | +19.4% | -68.1% | -61.4% |
| 3Y | -89.6% | +78.9% | -168.5% | -96.0% |
| 5Y | -97.8% | +82.3% | -180.1% | -99.1% |
| 10Y | -99.9% | +314.2% | -414.1% | -100.0% |
| All | -99.9% | +314.0% | -413.9% | -100.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling