+118.1%
VSH vs AHR
+26.4%
+91.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.9% | +7.0% | +6.0% |
| 7D | +4.8% | -2.1% | +6.8% | +4.4% |
| 30D | -0.7% | +1.9% | -2.6% | -0.3% |
| 3M | -43.1% | +15.7% | -58.7% | -43.8% |
| 6M | +91.8% | +2.5% | +89.3% | +93.2% |
| YTD | +131.6% | +15.0% | +116.6% | +132.0% |
| 1Y | +118.1% | +28.1% | +90.0% | +107.8% |
| All | +118.1% | +26.4% | +91.7% | +107.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling