-65.7%
ALHC vs VOO
+72.0%
-137.7%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.3% | -3.3% | -3.0% |
| 7D | +3.9% | +0.1% | +3.8% | +4.0% |
| 30D | -3.6% | -3.3% | -0.3% | -0.6% |
| 3M | -49.4% | -2.4% | -47.0% | -48.2% |
| 6M | -59.5% | +2.6% | -62.1% | -60.5% |
| YTD | -63.2% | +11.3% | -74.5% | -66.7% |
| 1Y | -55.5% | +13.4% | -68.9% | -60.4% |
| 3Y | +23.0% | +80.3% | -57.3% | -36.1% |
| 5Y | -65.7% | +72.7% | -138.4% | -79.7% |
| All | -65.7% | +72.0% | -137.7% | -79.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling