+43.9%
VRSN vs ALHC
-29.3%
+73.2%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.8% | -3.3% |
| 7D | -2.1% | -1.0% | -1.2% | -2.1% |
| 30D | -3.9% | -6.3% | +2.4% | -3.5% |
| 3M | -0.1% | -12.3% | +12.2% | -0.1% |
| 6M | +16.4% | -27.0% | +43.4% | +17.6% |
| YTD | +17.2% | -31.8% | +49.1% | +18.8% |
| 1Y | +1.0% | -17.0% | +18.0% | +0.5% |
| 3Y | +39.1% | +159.8% | -120.7% | +20.0% |
| 5Y | +29.0% | -25.1% | +54.1% | +18.0% |
| All | +43.9% | -29.3% | +73.2% | +28.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling