+397.6%
VRT vs ALHC
+25.0%
+372.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.5% | +4.0% | +1.5% |
| 7D | +18.6% | -0.8% | +19.4% | +18.6% |
| 30D | -11.7% | -9.6% | -2.0% | -11.6% |
| 3M | -27.3% | -44.5% | +17.2% | -27.7% |
| 6M | -42.9% | -59.2% | +16.3% | -43.2% |
| YTD | +29.5% | -62.0% | +91.5% | +28.6% |
| 1Y | +21.0% | -54.8% | +75.9% | +20.1% |
| All | +397.6% | +25.0% | +372.6% | +406.2% |
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 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