-20.9%
AHRT price history and return analytics
+74.0%
-94.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.8% |
| 7D | 0.0% | +2.4% | -2.4% | -1.8% |
| 30D | +9.4% | -1.5% | +10.9% | +10.6% |
| 3M | -3.8% | -4.1% | +0.3% | -0.8% |
| 6M | +3.7% | +0.6% | +3.2% | +2.9% |
| YTD | +3.4% | +11.0% | -7.7% | -5.7% |
| 1Y | +11.3% | +13.3% | -2.0% | -0.3% |
| 3Y | -20.9% | +73.4% | -94.2% | -58.1% |
| All | -20.9% | +74.0% | -94.9% | -58.1% |
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