-8.5%
VFC vs AHR
+356.1%
-364.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.9% | +5.2% | +4.7% |
| 7D | -1.4% | -2.1% | +0.7% | -0.7% |
| 30D | -9.0% | +1.9% | -10.9% | -9.7% |
| 3M | -24.2% | +15.7% | -39.8% | -28.6% |
| 6M | -18.5% | +2.5% | -21.0% | -19.7% |
| YTD | -25.9% | +15.0% | -40.9% | -31.0% |
| 1Y | -13.0% | +28.1% | -41.1% | -24.2% |
| All | -8.5% | +356.1% | -364.6% | -53.3% |
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