+44.9%
VZ vs AHR
+357.7%
-312.8%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.2% | -1.1% |
| 7D | -1.0% | -4.3% | +3.4% | -0.4% |
| 30D | +5.8% | -3.1% | +8.8% | +6.2% |
| 3M | +10.5% | +15.7% | -5.2% | +8.4% |
| 6M | +1.8% | +4.1% | -2.3% | +1.0% |
| YTD | +28.3% | +15.4% | +12.8% | +25.5% |
| 1Y | +22.0% | +28.0% | -6.0% | +17.5% |
| All | +44.9% | +357.7% | -312.8% | +15.3% |
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