+57.5%
VTRS vs AHR
+356.1%
-298.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.0% |
| 7D | -2.2% | -2.1% | -0.1% | -1.8% |
| 30D | +3.3% | +1.9% | +1.4% | +2.9% |
| 3M | +2.0% | +15.7% | -13.7% | -0.8% |
| 6M | +19.9% | +2.5% | +17.4% | +19.1% |
| YTD | +35.7% | +15.0% | +20.7% | +32.1% |
| 1Y | +68.1% | +28.1% | +40.0% | +59.5% |
| All | +57.5% | +356.1% | -298.6% | +28.9% |
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 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