+233.8%
VRT vs AHR
+394.2%
-160.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.5% | -2.1% | -3.2% |
| 7D | +10.5% | -0.2% | +10.7% | +10.6% |
| 30D | -9.3% | +10.2% | -19.5% | -11.9% |
| 3M | -29.6% | +8.3% | -37.9% | -31.3% |
| 6M | -45.4% | +13.0% | -58.4% | -48.1% |
| YTD | +24.8% | +24.6% | +0.2% | +13.6% |
| 1Y | +23.6% | +22.2% | +1.4% | +13.4% |
| All | +233.8% | +394.2% | -160.4% | +94.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling