-51.4%
VG vs AHR
+111.1%
-162.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.3% | -3.3% | -0.3% |
| 7D | -22.0% | +8.2% | -30.2% | -22.8% |
| 30D | -11.6% | +17.3% | -28.9% | -13.7% |
| 3M | -14.9% | +6.4% | -21.2% | -15.6% |
| 6M | -3.5% | +16.9% | -20.4% | -6.3% |
| YTD | +70.0% | +24.9% | +45.1% | +58.1% |
| 1Y | +50.0% | +23.3% | +26.7% | +40.2% |
| All | -51.4% | +111.1% | -162.5% | -69.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling