-99.9%
AHT vs VOO
+798.5%
-898.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.3% | -3.6% |
| 7D | -7.1% | +0.1% | -7.1% | -7.1% |
| 30D | +9.2% | -3.3% | +12.5% | +15.0% |
| 3M | -26.9% | -2.4% | -24.5% | -24.3% |
| 6M | -23.1% | +2.6% | -25.7% | -26.5% |
| YTD | -44.4% | +11.3% | -55.6% | -53.5% |
| 1Y | -46.3% | +13.4% | -59.7% | -56.3% |
| 3Y | -88.1% | +80.3% | -168.4% | -95.5% |
| 5Y | -98.3% | +72.7% | -171.0% | -99.3% |
| 10Y | -99.9% | +310.0% | -410.0% | -100.0% |
| All | -99.9% | +798.5% | -898.4% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling