+6.4%
VCIT vs ALHC
-61.5%
+67.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.8% | -0.1% |
| 7D | +0.1% | +1.0% | -0.9% | +0.1% |
| 30D | +1.9% | -14.2% | +16.1% | +2.1% |
| 3M | -1.4% | -45.1% | +43.7% | -0.8% |
| 6M | -2.1% | -59.5% | +57.4% | -1.3% |
| YTD | -1.6% | -62.8% | +61.2% | -0.8% |
| 1Y | -0.9% | -55.5% | +54.6% | -0.3% |
| 3Y | +20.0% | +25.7% | -5.7% | +18.2% |
| 5Y | +3.1% | -66.8% | +69.9% | +2.6% |
| All | +6.4% | -61.5% | +67.8% | +5.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling