-52.4%
ALHC vs VLTO
+18.3%
-70.7%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.1% | +0.6% | +9.5% | +10.0% |
| 7D | -0.5% | +13.8% | -14.3% | -4.0% |
| 30D | -4.2% | +21.2% | -25.4% | -10.0% |
| 3M | -39.8% | +21.5% | -61.3% | -43.5% |
| 6M | -57.7% | +33.0% | -90.7% | -62.3% |
| YTD | -58.8% | +17.8% | -76.6% | -59.9% |
| 1Y | -52.4% | +18.1% | -70.5% | -54.0% |
| All | -52.4% | +18.3% | -70.7% | -54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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