-55.7%
ALHC vs VEU
+58.3%
-114.0%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.7% | +6.2% | +6.0% |
| 7D | +3.8% | +0.5% | +3.3% | +3.6% |
| 30D | +1.7% | -2.3% | +4.0% | +3.6% |
| 3M | -44.3% | -4.4% | -40.0% | -42.4% |
| 6M | -57.2% | -2.2% | -55.1% | -56.7% |
| YTD | -61.2% | +10.9% | -72.1% | -64.5% |
| 1Y | -53.2% | +13.4% | -66.5% | -58.0% |
| 3Y | +27.8% | +69.7% | -41.9% | -22.3% |
| 5Y | -65.4% | +50.0% | -115.3% | -75.2% |
| All | -55.7% | +58.3% | -114.0% | -71.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling