+6.9%
VCIT vs ALHC
-61.8%
+68.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.0% | +0.1% |
| 7D | +0.7% | +3.9% | -3.1% | +0.7% |
| 30D | +1.8% | -3.6% | +5.4% | +1.8% |
| 3M | -1.1% | -49.4% | +48.3% | -0.4% |
| 6M | -1.7% | -59.5% | +57.8% | -0.8% |
| YTD | -1.1% | -63.2% | +62.0% | -0.3% |
| 1Y | -0.4% | -55.5% | +55.1% | +0.3% |
| 3Y | +20.5% | +23.0% | -2.6% | +18.7% |
| 5Y | +3.8% | -65.7% | +69.5% | +3.2% |
| All | +6.9% | -61.8% | +68.7% | +6.2% |
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