+324.5%
VRT vs AHR
+356.1%
-31.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.9% | +4.5% | +3.9% |
| 7D | -8.4% | -2.1% | -6.3% | -7.8% |
| 30D | -10.9% | +1.9% | -12.7% | -11.4% |
| 3M | -13.7% | +15.7% | -29.3% | -19.3% |
| 6M | -4.1% | +2.5% | -6.6% | -6.2% |
| YTD | +58.7% | +15.0% | +43.7% | +48.0% |
| 1Y | +89.6% | +28.1% | +61.5% | +68.6% |
| All | +324.5% | +356.1% | -31.6% | +153.0% |
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