+159.8%
ALHC vs VEU
+77.0%
+82.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | -1.0% | +1.7% | -2.6% | -1.5% |
| 30D | -6.3% | +1.0% | -7.3% | -6.7% |
| 3M | -12.3% | +5.6% | -17.9% | -14.1% |
| 6M | -27.0% | +13.7% | -40.7% | -30.9% |
| YTD | -31.8% | +17.7% | -49.6% | -36.3% |
| 1Y | -17.0% | +25.8% | -42.8% | -24.3% |
| 3Y | +159.8% | +77.1% | +82.7% | +91.9% |
| All | +159.8% | +77.0% | +82.8% | +91.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling