-49.7%
AHT price history and return analytics
+12.5%
-62.1%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.5% | -5.9% | -5.9% |
| 7D | -14.6% | -0.1% | -14.5% | -14.2% |
| 30D | +2.3% | -3.1% | +5.4% | +5.1% |
| 3M | -30.6% | -3.5% | -27.1% | -28.5% |
| 6M | -27.9% | +0.5% | -28.4% | -28.1% |
| YTD | -47.9% | +10.8% | -58.7% | -55.0% |
| 1Y | -49.7% | +11.9% | -61.6% | -57.8% |
| All | -49.7% | +12.5% | -62.1% | -57.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling