-14.4%
ALH vs VT
+10.5%
-24.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.3% | -0.3% |
| 7D | +2.8% | -2.3% | +5.1% | +5.5% |
| 30D | +7.1% | -5.0% | +12.1% | +13.6% |
| 3M | -17.9% | -4.9% | -13.1% | -12.9% |
| 6M | -13.0% | -1.5% | -11.4% | -12.3% |
| YTD | +11.1% | +8.5% | +2.6% | -5.3% |
| 1Y | -14.4% | +11.4% | -25.7% | -30.5% |
| All | -14.4% | +10.5% | -24.9% | -30.5% |
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