+25.7%
ALHC vs VLTO
+69.5%
-43.8%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.5% | -3.4% | -3.0% |
| 7D | +1.0% | +5.4% | -4.4% | -0.2% |
| 30D | -14.2% | +22.3% | -36.5% | -18.6% |
| 3M | -45.1% | +19.6% | -64.8% | -47.7% |
| 6M | -59.5% | +35.2% | -94.7% | -62.9% |
| YTD | -62.8% | +17.9% | -80.7% | -64.5% |
| 1Y | -55.5% | +19.5% | -75.0% | -57.7% |
| 3Y | +25.7% | +73.9% | -48.2% | -5.2% |
| All | +25.7% | +69.5% | -43.8% | -5.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling