+21.3%
ALHC vs VO
+66.5%
-45.3%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | +0.3% | +3.1% | -2.8% | -1.6% |
| 30D | -10.6% | +2.2% | -12.8% | -11.5% |
| 3M | -45.3% | -2.5% | -42.8% | -44.4% |
| 6M | -59.7% | +7.0% | -66.7% | -61.2% |
| YTD | -62.7% | +14.0% | -76.7% | -65.3% |
| 1Y | -56.1% | +15.6% | -71.8% | -59.5% |
| 3Y | +21.3% | +66.2% | -44.9% | -21.7% |
| All | +21.3% | +66.5% | -45.3% | -21.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling