-14.8%
ALH vs VOO
+13.5%
-28.3%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.1% |
| 7D | -6.8% | -2.0% | -4.8% | -4.4% |
| 30D | -19.7% | -1.7% | -18.0% | -17.9% |
| 3M | -15.8% | +4.7% | -20.5% | -20.4% |
| 6M | -1.4% | +12.6% | -13.9% | -16.3% |
| YTD | +3.9% | +11.8% | -7.9% | -11.3% |
| All | -14.8% | +13.5% | -28.3% | -27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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