-98.3%
AHT price history and return analytics
+57.4%
-155.7%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | -4.6% |
| 7D | -7.1% | +0.4% | -7.4% | -7.7% |
| 30D | +9.2% | -2.6% | +11.8% | +14.3% |
| 3M | -26.9% | -3.2% | -23.6% | -22.7% |
| 6M | -23.1% | +0.9% | -24.0% | -25.4% |
| YTD | -44.4% | +11.3% | -55.7% | -55.9% |
| 1Y | -46.3% | +14.0% | -60.3% | -59.1% |
| 3Y | -88.1% | +75.8% | -163.9% | -96.6% |
| 5Y | -98.3% | +57.8% | -156.2% | -99.3% |
| All | -98.3% | +57.4% | -155.7% | -99.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling