-21.8%
ALHC vs VT
+86.6%
-108.4%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -0.6% | +0.4% | -1.0% | -1.0% |
| 30D | -1.0% | +1.0% | -2.0% | -1.9% |
| 3M | -10.2% | +2.4% | -12.5% | -12.5% |
| 6M | -28.3% | +12.0% | -40.3% | -36.1% |
| YTD | -31.4% | +15.3% | -46.8% | -40.6% |
| 1Y | -16.9% | +22.6% | -39.5% | -32.2% |
| 3Y | +135.5% | +74.7% | +60.8% | +25.2% |
| 5Y | -33.6% | +66.1% | -99.8% | -60.0% |
| All | -21.8% | +86.6% | -108.4% | -61.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling