-35.7%
VG vs AHR
+95.1%
-130.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.5% | +5.3% | +4.0% |
| 7D | +3.8% | -4.3% | +8.1% | +4.5% |
| 30D | +7.2% | -3.1% | +10.3% | +7.7% |
| 3M | +22.8% | +15.7% | +7.1% | +19.2% |
| 6M | +33.2% | +4.1% | +29.1% | +32.2% |
| YTD | +124.8% | +15.4% | +109.4% | +111.4% |
| 1Y | +15.8% | +28.0% | -12.1% | +2.1% |
| All | -35.7% | +95.1% | -130.8% | -58.7% |
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