+142.7%
ALHC vs VOO
+80.9%
+61.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.3% | +0.1% |
| 7D | -0.6% | +0.1% | -0.7% | -0.6% |
| 30D | -1.0% | +0.1% | -1.1% | -1.0% |
| 3M | -10.2% | +2.0% | -12.2% | -10.8% |
| 6M | -28.3% | +13.0% | -41.3% | -32.0% |
| YTD | -31.4% | +13.6% | -45.0% | -35.1% |
| 1Y | -16.9% | +20.1% | -37.0% | -22.8% |
| All | +142.7% | +80.9% | +61.8% | +64.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling