-65.8%
ALHC vs VT
+53.2%
-119.0%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -4.1% | -3.1% | -3.4% |
| 7D | -6.2% | -4.2% | -2.0% | -2.1% |
| 30D | -9.7% | -5.8% | -3.9% | -4.5% |
| 3M | -44.7% | -5.2% | -39.5% | -41.7% |
| 6M | -58.7% | +0.1% | -58.8% | -58.9% |
| YTD | -61.7% | +8.2% | -70.0% | -64.7% |
| 1Y | -55.7% | +10.1% | -65.8% | -59.8% |
| 3Y | +25.6% | +69.7% | -44.1% | -32.2% |
| 5Y | -65.8% | +53.4% | -119.2% | -76.8% |
| All | -65.8% | +53.2% | -119.0% | -76.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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