-58.0%
ALHC vs VO
+61.4%
-119.4%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.7% | -3.7% | -3.7% |
| 7D | +3.9% | -0.1% | +4.0% | +4.1% |
| 30D | -3.6% | +0.5% | -4.2% | -4.0% |
| 3M | -49.4% | -1.0% | -48.4% | -48.8% |
| 6M | -59.5% | +6.4% | -65.9% | -62.0% |
| YTD | -63.2% | +13.6% | -76.8% | -67.7% |
| 1Y | -55.5% | +14.5% | -70.0% | -61.2% |
| 3Y | +23.0% | +67.2% | -44.2% | -33.1% |
| 5Y | -65.7% | +36.1% | -101.8% | -74.8% |
| All | -58.0% | +61.4% | -119.4% | -75.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling