+389.2%
ROIV vs ALHC
-66.2%
+455.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.7% | -0.9% |
| 7D | +1.7% | +0.3% | +1.4% | +1.6% |
| 30D | +17.6% | -10.6% | +28.1% | +19.0% |
| 3M | +9.0% | -45.3% | +54.3% | +16.2% |
| 6M | +35.3% | -59.7% | +95.0% | +47.9% |
| YTD | +82.2% | -62.7% | +144.9% | +99.7% |
| 1Y | +92.3% | -56.1% | +148.4% | +106.2% |
| 3Y | +336.8% | +21.3% | +315.5% | +277.2% |
| All | +389.2% | -66.2% | +455.5% | +215.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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