-52.4%
ALHC vs VSXY
+210.1%
-262.5%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.1% | +8.4% | +1.8% | +9.1% |
| 7D | -0.5% | +14.2% | -14.7% | -1.9% |
| 30D | -4.2% | +21.9% | -26.1% | -6.4% |
| 3M | -39.8% | +22.1% | -61.9% | -41.3% |
| 6M | -57.7% | +116.7% | -174.4% | -61.8% |
| YTD | -58.8% | +101.1% | -159.9% | -62.6% |
| 1Y | -52.4% | +208.0% | -260.4% | -60.3% |
| All | -52.4% | +210.1% | -262.5% | -60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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