-24.7%
ALHC vs VEU
+66.6%
-91.4%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.8% | -2.4% | -2.6% |
| 7D | -4.1% | +0.3% | -4.4% | -4.3% |
| 30D | -5.4% | +0.7% | -6.1% | -5.9% |
| 3M | -32.1% | +4.7% | -36.8% | -34.5% |
| 6M | -28.5% | +11.6% | -40.1% | -34.8% |
| YTD | -34.0% | +16.8% | -50.8% | -42.0% |
| 1Y | -20.9% | +24.9% | -45.8% | -34.2% |
| 3Y | +151.5% | +75.7% | +75.8% | +49.5% |
| 5Y | -28.8% | +56.1% | -85.0% | -50.6% |
| All | -24.7% | +66.6% | -91.4% | -53.2% |
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