+191.5%
VICR vs ALHC
+151.5%
+40.0%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.2% | -1.7% | -4.6% |
| 7D | +1.3% | -4.1% | +5.4% | +1.6% |
| 30D | -11.9% | -5.4% | -6.5% | -11.6% |
| 3M | -35.1% | -32.1% | -3.0% | -33.5% |
| 6M | +8.1% | -28.5% | +36.6% | +9.8% |
| YTD | +67.8% | -34.0% | +101.8% | +71.5% |
| 1Y | +267.3% | -20.9% | +288.2% | +270.7% |
| All | +191.5% | +151.5% | +40.0% | +149.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling