+12.7%
VCIT vs AHR
+357.7%
-345.0%
-4.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | -0.1% |
| 7D | -0.2% | -4.3% | +4.2% | 0.0% |
| 30D | -0.5% | -3.1% | +2.5% | -0.4% |
| 3M | -0.9% | +15.7% | -16.6% | -1.7% |
| 6M | -1.9% | +4.1% | -6.0% | -2.2% |
| YTD | -1.0% | +15.4% | -16.4% | -1.9% |
| 1Y | +0.2% | +28.0% | -27.7% | -1.4% |
| All | +12.7% | +357.7% | -345.0% | +3.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling