-53.3%
ALHC vs VEU
+14.2%
-67.5%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.7% | -0.2% |
| 7D | -5.5% | -0.5% | -5.0% | -5.2% |
| 30D | -4.9% | -1.0% | -4.0% | -4.4% |
| 3M | -41.7% | -3.6% | -38.1% | -40.8% |
| 6M | -55.2% | -1.2% | -54.0% | -55.0% |
| YTD | -61.1% | +12.0% | -73.0% | -64.7% |
| 1Y | -53.3% | +13.9% | -67.2% | -58.6% |
| All | -53.3% | +14.2% | -67.5% | -58.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling