+298.0%
VSAT vs AHR
+360.2%
-62.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.5% | +2.0% | +2.3% |
| 7D | +3.4% | -3.0% | +6.5% | +4.4% |
| 30D | -12.2% | +2.6% | -14.8% | -13.0% |
| 3M | +20.6% | +16.0% | +4.6% | +12.6% |
| 6M | +60.2% | +3.1% | +57.1% | +56.7% |
| YTD | +115.3% | +16.0% | +99.2% | +101.9% |
| 1Y | +154.6% | +28.0% | +126.6% | +130.6% |
| All | +298.0% | +360.2% | -62.2% | +101.2% |
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 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