-67.3%
ALHC vs VO
+36.2%
-103.5%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | +0.3% | +3.1% | -2.8% | -2.9% |
| 30D | -10.6% | +2.2% | -12.8% | -12.3% |
| 3M | -45.3% | -2.5% | -42.8% | -43.8% |
| 6M | -59.7% | +7.0% | -66.7% | -62.4% |
| YTD | -62.7% | +14.0% | -76.7% | -67.4% |
| 1Y | -56.1% | +15.6% | -71.8% | -62.2% |
| 3Y | +21.3% | +66.2% | -44.9% | -34.3% |
| All | -67.3% | +36.2% | -103.5% | -75.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling