+68.5%
VG vs AHR
+23.3%
+45.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -1.2% |
| 7D | +14.0% | -0.2% | +14.2% | +13.9% |
| 30D | -1.0% | +10.2% | -11.2% | +0.9% |
| 3M | -2.7% | +8.3% | -11.0% | -1.2% |
| 6M | +1.5% | +13.0% | -11.6% | +4.8% |
| YTD | +93.7% | +24.6% | +69.1% | +92.0% |
| 1Y | +68.5% | +22.2% | +46.3% | +68.5% |
| All | +68.5% | +23.3% | +45.3% | +68.5% |
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