+82.3%
VOO vs ALHC
-30.5%
+112.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.5% |
| 7D | +0.5% | -1.0% | +1.5% | +0.6% |
| 30D | -0.9% | -6.3% | +5.4% | -0.6% |
| 3M | +3.9% | -12.3% | +16.2% | +3.9% |
| 6M | +14.5% | -27.0% | +41.5% | +15.5% |
| YTD | +13.0% | -31.8% | +44.8% | +14.2% |
| 1Y | +19.4% | -17.0% | +36.4% | +19.1% |
| 3Y | +78.9% | +159.8% | -81.0% | +56.7% |
| 5Y | +82.3% | -25.1% | +107.4% | +68.3% |
| All | +82.3% | -30.5% | +112.8% | +68.3% |
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