-46.3%
AHT vs VOO
+12.4%
-58.6%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.3% | -2.0% |
| 7D | -7.1% | +0.1% | -7.1% | -6.8% |
| 30D | +9.2% | -3.3% | +12.5% | +12.5% |
| 3M | -26.9% | -2.4% | -24.5% | -25.2% |
| 6M | -23.1% | +2.6% | -25.7% | -24.6% |
| YTD | -44.4% | +11.3% | -55.6% | -48.1% |
| All | -46.3% | +12.4% | -58.6% | -49.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling