+13.8%
VRT vs ALHC
-51.4%
+65.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +10.1% | -23.0% | -12.5% |
| 7D | -15.4% | -0.5% | -14.9% | -15.2% |
| 30D | -19.0% | -4.2% | -14.7% | -18.9% |
| 3M | -23.8% | -39.8% | +16.0% | -24.9% |
| 6M | -37.9% | -57.7% | +19.9% | -37.9% |
| YTD | +27.0% | -58.8% | +85.7% | +21.8% |
| 1Y | +13.8% | -52.4% | +66.2% | +2.5% |
| All | +13.8% | -51.4% | +65.2% | +2.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling