-87.9%
AHT vs VOO
+79.1%
-167.0%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.6% | +1.5% |
| 7D | +0.8% | +3.3% | -2.4% | -2.0% |
| 30D | +28.3% | -2.7% | +31.0% | +31.6% |
| 3M | -19.9% | -1.7% | -18.2% | -18.6% |
| 6M | -16.9% | +3.1% | -20.1% | -19.2% |
| YTD | -42.5% | +11.9% | -54.4% | -48.0% |
| 1Y | -42.1% | +12.1% | -54.1% | -47.5% |
| All | -87.9% | +79.1% | -167.0% | -95.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling