-55.7%
ALHC vs VOO
+107.2%
-162.9%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.3% | +5.8% | +5.8% |
| 7D | +3.8% | -0.6% | +4.4% | +4.5% |
| 30D | +1.7% | -3.6% | +5.3% | +5.2% |
| 3M | -44.3% | -2.7% | -41.6% | -42.8% |
| 6M | -57.2% | +2.2% | -59.5% | -58.2% |
| YTD | -61.2% | +10.9% | -72.1% | -64.7% |
| 1Y | -53.2% | +11.3% | -64.5% | -57.6% |
| 3Y | +27.8% | +76.9% | -49.1% | -31.3% |
| 5Y | -65.4% | +73.5% | -138.9% | -80.1% |
| All | -55.7% | +107.2% | -162.9% | -80.4% |
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