-24.1%
VST vs AHR
+22.0%
-46.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +0.8% |
| 7D | +19.2% | +4.6% | +14.5% | +19.0% |
| 30D | -17.2% | +11.6% | -28.8% | -17.3% |
| 3M | -8.1% | +12.0% | -20.2% | -8.2% |
| 6M | -8.1% | +15.0% | -23.2% | -9.7% |
| YTD | -16.3% | +26.5% | -42.7% | -19.7% |
| 1Y | -24.1% | +25.0% | -49.1% | -27.1% |
| All | -24.1% | +22.0% | -46.2% | -27.1% |
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