+309.8%
VRT vs AHR
+360.2%
-50.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.5% | -6.2% | -5.8% |
| 7D | -7.7% | -3.0% | -4.7% | -6.8% |
| 30D | -12.0% | +2.6% | -14.6% | -12.7% |
| 3M | -11.7% | +16.0% | -27.7% | -17.5% |
| 6M | -8.1% | +3.1% | -11.2% | -10.2% |
| YTD | +53.2% | +16.0% | +37.2% | +42.5% |
| 1Y | +81.7% | +28.0% | +53.7% | +61.8% |
| All | +309.8% | +360.2% | -50.4% | +143.6% |
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