-54.8%
ALHC vs VLTO
+20.4%
-75.2%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.1% | -1.4% | -2.2% |
| 7D | -0.8% | +0.8% | -1.6% | -1.0% |
| 30D | -9.6% | +18.7% | -28.3% | -14.2% |
| 3M | -44.5% | +21.7% | -66.2% | -47.9% |
| 6M | -59.2% | +35.8% | -95.0% | -64.0% |
| YTD | -62.0% | +18.3% | -80.3% | -63.0% |
| 1Y | -54.8% | +20.9% | -75.7% | -57.2% |
| All | -54.8% | +20.4% | -75.2% | -57.2% |
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