-99.8%
AHT vs VT
+374.2%
-474.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -3.4% | +0.4% | -3.8% | -4.1% |
| 30D | -3.1% | +1.0% | -4.1% | -4.7% |
| 3M | +2.3% | +2.4% | -0.1% | -2.2% |
| 6M | +0.3% | +12.0% | -11.7% | -18.2% |
| YTD | -26.3% | +15.3% | -41.6% | -42.8% |
| 1Y | -47.5% | +22.6% | -70.1% | -62.9% |
| 3Y | -88.8% | +74.7% | -163.5% | -95.6% |
| 5Y | -97.9% | +66.1% | -164.0% | -99.0% |
| 10Y | -99.9% | +225.0% | -324.9% | -100.0% |
| All | -99.8% | +374.2% | -474.0% | -100.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling