+54.0%
VEA vs ALHC
-66.2%
+120.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | +0.1% |
| 7D | +2.3% | +0.3% | +2.0% | +2.2% |
| 30D | +0.2% | -10.6% | +10.8% | +0.7% |
| 3M | -5.3% | -45.3% | +40.0% | -3.0% |
| 6M | -0.9% | -59.7% | +58.8% | +2.6% |
| YTD | +12.2% | -62.7% | +74.9% | +16.2% |
| 1Y | +16.1% | -56.1% | +72.2% | +19.2% |
| 3Y | +73.0% | +21.3% | +51.7% | +62.7% |
| All | +54.0% | -66.2% | +120.2% | +58.7% |
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 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