-52.4%
ALHC vs VO
+16.3%
-68.6%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.1% | +0.9% | +9.3% | +9.4% |
| 7D | -0.5% | +1.0% | -1.5% | -1.2% |
| 30D | -4.2% | +2.6% | -6.9% | -6.3% |
| 3M | -39.8% | -0.3% | -39.5% | -39.7% |
| 6M | -57.7% | +7.6% | -65.3% | -60.5% |
| YTD | -58.8% | +14.7% | -73.5% | -64.1% |
| 1Y | -52.4% | +16.4% | -68.8% | -59.6% |
| All | -52.4% | +16.3% | -68.6% | -59.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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