-12.3%
VFC vs AHR
+360.2%
-372.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.1% | -1.7% |
| 7D | -3.3% | -3.0% | -0.2% | -2.2% |
| 30D | -14.0% | +2.6% | -16.6% | -14.9% |
| 3M | -22.6% | +16.0% | -38.6% | -27.1% |
| 6M | -24.7% | +3.1% | -27.8% | -26.0% |
| YTD | -29.0% | +16.0% | -45.0% | -34.0% |
| 1Y | -13.8% | +28.0% | -41.7% | -24.8% |
| All | -12.3% | +360.2% | -372.5% | -55.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling