-15.6%
AHRT price history and return analytics
+221.4%
-237.0%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.1% |
| 7D | +1.4% | +1.0% | +0.4% | +0.3% |
| 30D | -6.2% | -0.2% | -6.0% | -6.0% |
| 3M | -2.0% | +4.5% | -6.5% | -6.9% |
| 6M | +9.5% | +14.1% | -4.6% | -5.7% |
| YTD | +2.9% | +14.8% | -11.9% | -12.2% |
| 1Y | -3.1% | +21.2% | -24.3% | -22.3% |
| 3Y | -26.7% | +76.6% | -103.2% | -61.9% |
| 5Y | -31.9% | +66.6% | -98.4% | -62.4% |
| 10Y | -15.6% | +222.3% | -237.9% | -77.5% |
| All | -15.6% | +221.4% | -237.0% | -77.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling