-52.4%
ALHC vs VIG
+19.5%
-71.9%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.1% | +2.1% | +8.0% | +7.7% |
| 7D | -0.5% | +2.7% | -3.2% | -3.3% |
| 30D | -4.2% | +7.0% | -11.2% | -10.8% |
| 3M | -39.8% | +4.0% | -43.8% | -42.4% |
| 6M | -57.7% | +12.3% | -70.0% | -62.6% |
| YTD | -58.8% | +16.4% | -75.2% | -65.1% |
| 1Y | -52.4% | +19.2% | -71.6% | -62.2% |
| All | -52.4% | +19.5% | -71.9% | -62.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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