-15.6%
AHRT price history and return analytics
+222.7%
-238.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.2% |
| 7D | -2.9% | +2.9% | -5.8% | -5.9% |
| 30D | +4.8% | -2.5% | +7.3% | +7.5% |
| 3M | -3.4% | -3.3% | -0.1% | -0.1% |
| 6M | +2.0% | +1.5% | +0.4% | -0.4% |
| YTD | +2.7% | +11.4% | -8.6% | -9.6% |
| 1Y | +11.5% | +11.9% | -0.4% | -2.6% |
| 3Y | -21.6% | +73.9% | -95.5% | -58.8% |
| 5Y | -38.8% | +57.9% | -96.7% | -64.1% |
| All | -15.6% | +222.7% | -238.3% | -75.6% |
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