+51.8%
VG vs AHR
+26.3%
+25.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +2.6% | -10.3% | -7.1% |
| 7D | -16.4% | +9.5% | -25.8% | -14.8% |
| 30D | -10.8% | +11.7% | -22.5% | -8.8% |
| 3M | -6.3% | +4.0% | -10.3% | -5.5% |
| 6M | -12.5% | +13.5% | -26.0% | -9.3% |
| YTD | +76.9% | +21.6% | +55.3% | +79.2% |
| 1Y | +51.8% | +25.1% | +26.7% | +56.5% |
| All | +51.8% | +26.3% | +25.5% | +56.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling