+55.4%
VTV vs AHR
+356.1%
-300.7%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +0.9% |
| 7D | -1.1% | -2.1% | +1.0% | -0.8% |
| 30D | -1.0% | +1.9% | -2.9% | -1.3% |
| 3M | +4.6% | +15.7% | -11.0% | +2.1% |
| 6M | +13.5% | +2.5% | +11.0% | +12.8% |
| YTD | +18.5% | +15.0% | +3.5% | +15.3% |
| 1Y | +22.9% | +28.1% | -5.2% | +16.8% |
| All | +55.4% | +356.1% | -300.7% | +22.6% |
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