+48.1%
VICR vs ALHC
-27.5%
+75.6%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.2% | -1.7% | -4.4% |
| 7D | +1.3% | -4.1% | +5.4% | +1.9% |
| 30D | -11.9% | -5.4% | -6.5% | -11.2% |
| 3M | -35.1% | -32.1% | -3.0% | -31.8% |
| 6M | +8.1% | -28.5% | +36.6% | +11.3% |
| YTD | +67.8% | -34.0% | +101.8% | +74.8% |
| 1Y | +267.3% | -20.9% | +288.2% | +270.5% |
| 3Y | +191.2% | +151.5% | +39.7% | +108.3% |
| 5Y | +48.1% | -28.8% | +76.9% | +17.2% |
| All | +48.1% | -27.5% | +75.6% | +17.2% |
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 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