-8.6%
ALH vs VT
+17.5%
-26.1%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | 0.0% | -0.2% |
| 7D | -2.4% | +0.1% | -2.5% | -2.5% |
| 30D | -18.8% | +0.8% | -19.6% | -19.5% |
| 3M | -9.1% | +2.8% | -11.9% | -12.1% |
| 6M | +2.8% | +13.0% | -10.2% | -13.1% |
| YTD | +11.4% | +15.4% | -3.9% | -7.8% |
| All | -8.6% | +17.5% | -26.1% | -25.4% |
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