+27.8%
ALHC vs VSXY
+501.6%
-473.7%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.4% | +7.9% | +5.7% |
| 7D | +3.8% | +10.2% | -6.4% | +3.0% |
| 30D | +1.7% | +33.6% | -32.0% | -0.6% |
| 3M | -44.3% | +10.8% | -55.1% | -44.9% |
| 6M | -57.2% | +130.5% | -187.8% | -60.1% |
| YTD | -61.2% | +104.4% | -165.6% | -63.6% |
| 1Y | -53.2% | +216.5% | -269.7% | -57.3% |
| 3Y | +27.8% | +465.9% | -438.1% | +17.2% |
| All | +27.8% | +501.6% | -473.7% | +17.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling