+247.5%
VST vs AHR
+365.8%
-118.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.9% | +5.4% | +4.2% |
| 7D | +8.9% | -1.5% | +10.4% | +9.4% |
| 30D | +6.2% | -1.4% | +7.6% | +6.5% |
| 3M | -2.7% | +18.6% | -21.3% | -11.0% |
| 6M | -8.4% | +6.6% | -14.9% | -11.9% |
| YTD | -7.2% | +17.5% | -24.7% | -14.9% |
| 1Y | -20.9% | +30.9% | -51.8% | -31.4% |
| All | +247.5% | +365.8% | -118.3% | +106.0% |
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