-65.7%
ALHC vs VIG
+63.4%
-129.1%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.4% | -3.4% | -3.6% |
| 7D | +3.9% | +0.4% | +3.5% | +3.6% |
| 30D | -3.6% | +4.3% | -7.9% | -7.6% |
| 3M | -49.4% | +2.0% | -51.4% | -50.3% |
| 6M | -59.5% | +10.2% | -69.6% | -63.4% |
| YTD | -63.2% | +14.8% | -78.0% | -68.2% |
| 1Y | -55.5% | +17.5% | -72.9% | -62.5% |
| 3Y | +23.0% | +67.4% | -44.4% | -35.2% |
| 5Y | -65.7% | +63.4% | -129.1% | -80.1% |
| All | -65.7% | +63.4% | -129.1% | -80.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling