+60.3%
VT vs AHR
+364.8%
-304.5%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | +1.0% | -3.4% | +4.4% | +1.5% |
| 30D | -0.2% | -3.8% | +3.5% | +0.3% |
| 3M | +4.5% | +20.1% | -15.5% | +1.3% |
| 6M | +14.1% | +7.1% | +7.0% | +12.5% |
| YTD | +14.8% | +17.2% | -2.4% | +11.2% |
| 1Y | +21.2% | +30.4% | -9.2% | +14.5% |
| All | +60.3% | +364.8% | -304.5% | +22.9% |
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