-47.0%
AHT vs VT
+10.5%
-57.5%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.7% |
| 7D | -7.8% | -2.3% | -5.5% | -5.6% |
| 30D | +7.7% | -5.0% | +12.7% | +12.5% |
| 3M | -26.9% | -4.9% | -22.0% | -23.6% |
| 6M | -21.0% | -1.5% | -19.5% | -19.9% |
| YTD | -44.4% | +8.5% | -52.9% | -50.6% |
| 1Y | -47.0% | +11.4% | -58.4% | -55.9% |
| All | -47.0% | +10.5% | -57.5% | -55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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