+54.7%
VT vs AHR
+408.0%
-353.3%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.6% |
| 7D | -0.1% | +8.1% | -8.3% | -1.2% |
| 30D | -3.1% | +16.9% | -20.0% | -5.2% |
| 3M | -3.5% | +7.6% | -11.1% | -4.5% |
| 6M | +0.5% | +16.0% | -15.5% | -1.9% |
| YTD | +10.8% | +28.1% | -17.3% | +6.0% |
| 1Y | +11.9% | +22.8% | -10.9% | +7.9% |
| All | +54.7% | +408.0% | -353.3% | +17.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling