-20.9%
ALHC vs VOO
+18.9%
-39.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -3.1% |
| 7D | -4.1% | -0.4% | -3.8% | -4.0% |
| 30D | -5.4% | -1.4% | -4.1% | -5.0% |
| 3M | -32.1% | +3.7% | -35.9% | -33.2% |
| 6M | -28.5% | +13.0% | -41.5% | -35.9% |
| YTD | -34.0% | +12.4% | -46.5% | -40.7% |
| 1Y | -20.9% | +18.6% | -39.5% | -31.2% |
| All | -20.9% | +18.9% | -39.8% | -31.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling