+8.1%
VMC vs AHR
+360.2%
-352.1%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.3% | +0.2% |
| 7D | -3.7% | -3.0% | -0.7% | -3.1% |
| 30D | -12.8% | +2.6% | -15.4% | -13.2% |
| 3M | -7.9% | +16.0% | -23.9% | -10.6% |
| 6M | -7.5% | +3.1% | -10.6% | -8.4% |
| YTD | -11.6% | +16.0% | -27.7% | -14.7% |
| 1Y | -14.3% | +28.0% | -42.2% | -19.4% |
| All | +8.1% | +360.2% | -352.1% | -22.6% |
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