+80.3%
VOO vs ALHC
+16.3%
+64.0%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.0% | +3.3% | +2.4% |
| 7D | +0.1% | +3.9% | -3.8% | 0.0% |
| 30D | -3.3% | -3.6% | +0.3% | -3.2% |
| 3M | -2.4% | -49.4% | +47.0% | -1.4% |
| 6M | +2.6% | -59.5% | +62.1% | +3.9% |
| YTD | +11.3% | -63.2% | +74.5% | +12.7% |
| 1Y | +13.4% | -55.5% | +68.9% | +14.4% |
| 3Y | +80.3% | +23.0% | +57.3% | +74.5% |
| All | +80.3% | +16.3% | +64.0% | +74.5% |
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