-21.8%
ALHC vs VO
+62.2%
-84.0%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.2% |
| 7D | -0.6% | -0.3% | -0.3% | -0.4% |
| 30D | -1.0% | -0.3% | -0.7% | -0.7% |
| 3M | -10.2% | +2.9% | -13.1% | -13.0% |
| 6M | -28.3% | +9.3% | -37.6% | -34.7% |
| YTD | -31.4% | +14.2% | -45.6% | -40.3% |
| 1Y | -16.9% | +15.3% | -32.2% | -28.4% |
| 3Y | +135.5% | +56.2% | +79.2% | +39.3% |
| 5Y | -33.6% | +42.4% | -76.1% | -53.6% |
| All | -21.8% | +62.2% | -84.0% | -55.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling