+46.1%
VZ vs AHR
+365.8%
-319.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | -0.6% |
| 7D | +0.1% | -1.5% | +1.5% | +0.3% |
| 30D | +7.9% | -1.4% | +9.3% | +8.0% |
| 3M | +13.6% | +18.6% | -4.9% | +11.1% |
| 6M | +1.1% | +6.6% | -5.5% | 0.0% |
| YTD | +29.3% | +17.5% | +11.8% | +26.2% |
| 1Y | +21.2% | +30.9% | -9.6% | +16.4% |
| All | +46.1% | +365.8% | -319.7% | +15.9% |
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