+37.9%
VZ vs AHR
+406.6%
-368.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.7% |
| 7D | +0.9% | +5.1% | -4.1% | +0.2% |
| 30D | +8.9% | +12.8% | -3.8% | +7.0% |
| 3M | +0.1% | +13.0% | -12.8% | -1.7% |
| 6M | +1.9% | +18.7% | -16.8% | -0.7% |
| YTD | +22.0% | +27.8% | -5.7% | +17.6% |
| 1Y | +22.1% | +22.9% | -0.8% | +18.3% |
| All | +37.9% | +406.6% | -368.8% | +8.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling