+65.3%
VXUS vs AHR
+365.8%
-300.5%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +0.7% |
| 7D | +1.0% | -1.5% | +2.5% | +1.2% |
| 30D | +2.2% | -1.4% | +3.6% | +2.3% |
| 3M | +3.0% | +18.6% | -15.6% | 0.0% |
| 6M | +10.7% | +6.6% | +4.1% | +9.4% |
| YTD | +17.8% | +17.5% | +0.4% | +14.4% |
| 1Y | +27.6% | +30.9% | -3.3% | +21.0% |
| All | +65.3% | +365.8% | -300.5% | +31.0% |
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