+237.5%
VIK vs ALHC
+160.9%
+76.6%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +2.7% |
| 7D | +3.6% | -1.0% | +4.5% | +3.7% |
| 30D | -16.7% | -6.3% | -10.4% | -16.3% |
| 3M | -1.1% | -12.3% | +11.2% | -0.9% |
| 6M | +27.8% | -27.0% | +54.8% | +29.5% |
| YTD | +23.3% | -31.8% | +55.2% | +25.6% |
| 1Y | +38.2% | -17.0% | +55.2% | +38.1% |
| All | +237.5% | +160.9% | +76.6% | +163.6% |
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