+205.8%
VST vs AHR
+408.0%
-202.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.7% | -2.8% | -2.3% |
| 7D | -6.0% | +8.1% | -14.1% | -8.4% |
| 30D | -18.8% | +16.9% | -35.7% | -23.2% |
| 3M | -8.0% | +7.6% | -15.6% | -10.5% |
| 6M | -10.9% | +16.0% | -26.9% | -16.9% |
| YTD | -18.3% | +28.1% | -46.4% | -27.4% |
| 1Y | -29.9% | +22.8% | -52.8% | -36.5% |
| All | +205.8% | +408.0% | -202.2% | +75.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling