+343.3%
AHR price history and return analytics
+59.6%
+283.7%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.3% |
| 7D | -2.1% | -1.1% | -1.0% | -1.6% |
| 30D | +1.9% | -1.0% | +2.9% | +2.3% |
| 3M | +15.7% | +3.2% | +12.5% | +13.7% |
| 6M | +2.5% | +12.5% | -10.0% | -4.5% |
| YTD | +15.0% | +14.1% | +1.0% | +6.1% |
| 1Y | +28.1% | +18.9% | +9.2% | +14.7% |
| All | +343.3% | +59.6% | +283.7% | +225.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling