+159.8%
ALHC vs VSXY
+335.0%
-175.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.9% | -4.4% | -0.8% |
| 7D | -1.0% | -6.8% | +5.8% | -0.6% |
| 30D | -6.3% | -20.4% | +14.0% | -5.0% |
| 3M | -12.3% | +2.9% | -15.2% | -12.6% |
| 6M | -27.0% | +67.9% | -94.9% | -30.1% |
| YTD | -31.8% | +44.9% | -76.7% | -34.2% |
| 1Y | -17.0% | +205.9% | -222.9% | -23.2% |
| 3Y | +159.8% | +373.9% | -214.0% | +133.8% |
| All | +159.8% | +335.0% | -175.1% | +133.8% |
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