+55.8%
IVV vs AHR
+408.0%
-352.1%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.5% |
| 7D | -0.6% | +8.1% | -8.7% | -1.7% |
| 30D | -3.7% | +16.9% | -20.6% | -5.8% |
| 3M | -2.7% | +7.6% | -10.3% | -3.8% |
| 6M | +2.2% | +16.0% | -13.7% | -0.2% |
| YTD | +10.9% | +28.1% | -17.2% | +6.0% |
| 1Y | +11.3% | +22.8% | -11.5% | +7.2% |
| All | +55.8% | +408.0% | -352.1% | +16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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