+3.5%
VRT vs ALHC
-52.7%
+56.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +5.5% | -8.6% | -3.0% |
| 7D | -17.7% | +3.8% | -21.5% | -17.4% |
| 30D | -20.0% | +1.7% | -21.7% | -19.7% |
| 3M | -28.1% | -44.3% | +16.3% | -29.4% |
| 6M | -42.8% | -57.2% | +14.4% | -43.7% |
| YTD | +20.0% | -61.2% | +81.1% | +14.7% |
| 1Y | +3.5% | -53.2% | +56.7% | -9.2% |
| All | +3.5% | -52.7% | +56.2% | -9.2% |
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