+334.1%
VRT vs AHR
+357.7%
-23.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.5% | -8.1% | -9.1% |
| 7D | +2.4% | -4.3% | +6.8% | +3.8% |
| 30D | -2.7% | -3.1% | +0.4% | -1.9% |
| 3M | -9.2% | +15.7% | -24.8% | -15.1% |
| 6M | -0.5% | +4.1% | -4.6% | -3.3% |
| YTD | +62.3% | +15.4% | +46.9% | +51.3% |
| 1Y | +109.6% | +28.0% | +81.6% | +86.6% |
| All | +334.1% | +357.7% | -23.6% | +158.6% |
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 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