-98.4%
AHT vs VOO
+67.9%
-166.3%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.8% | -2.9% |
| 7D | -7.8% | -2.7% | -5.1% | -3.6% |
| 30D | +7.7% | -5.4% | +13.1% | +17.7% |
| 3M | -26.9% | -4.1% | -22.8% | -22.0% |
| 6M | -21.0% | +0.7% | -21.7% | -22.6% |
| YTD | -44.4% | +8.7% | -53.1% | -52.3% |
| 1Y | -47.0% | +11.0% | -57.9% | -55.9% |
| 3Y | -90.2% | +75.5% | -165.6% | -96.8% |
| All | -98.4% | +67.9% | -166.3% | -99.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling