+0.1%
ALHC vs VLTO
+56.4%
-56.2%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.5% | -2.0% |
| 7D | +0.3% | +1.0% | -0.7% | 0.0% |
| 30D | -10.6% | +17.5% | -28.0% | -14.7% |
| 3M | -45.3% | +21.4% | -66.7% | -48.4% |
| 6M | -59.7% | +38.1% | -97.8% | -63.7% |
| YTD | -62.7% | +19.0% | -81.8% | -64.7% |
| 1Y | -56.1% | +20.7% | -76.8% | -58.7% |
| 3Y | +21.3% | +64.3% | -43.0% | -9.0% |
| All | +0.1% | +56.4% | -56.2% | -19.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling