-22.2%
ALHC vs VOO
+111.0%
-133.3%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.1% |
| 7D | -1.0% | +0.5% | -1.5% | -1.4% |
| 30D | -6.3% | -0.9% | -5.4% | -5.6% |
| 3M | -12.3% | +3.9% | -16.2% | -15.6% |
| 6M | -27.0% | +14.5% | -41.5% | -35.8% |
| YTD | -31.8% | +13.0% | -44.8% | -39.3% |
| 1Y | -17.0% | +19.4% | -36.4% | -29.6% |
| 3Y | +159.8% | +78.9% | +81.0% | +38.1% |
| 5Y | -25.1% | +82.3% | -107.4% | -58.9% |
| All | -22.2% | +111.0% | -133.3% | -66.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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