+34.2%
V vs AHR
+357.7%
-323.5%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | -0.1% |
| 7D | -2.9% | -4.3% | +1.4% | -2.3% |
| 30D | +1.9% | -3.1% | +4.9% | +2.3% |
| 3M | +13.2% | +15.7% | -2.4% | +10.6% |
| 6M | +16.7% | +4.1% | +12.7% | +15.6% |
| YTD | +5.4% | +15.4% | -10.0% | +2.4% |
| 1Y | +7.7% | +28.0% | -20.3% | +2.0% |
| All | +34.2% | +357.7% | -323.5% | +0.9% |
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