+361.8%
VRT vs ALHC
+21.9%
+339.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.9% | +6.4% | +3.5% |
| 7D | -21.4% | +1.0% | -22.3% | -21.3% |
| 30D | -25.8% | -14.2% | -11.7% | -25.8% |
| 3M | -33.5% | -45.1% | +11.6% | -33.8% |
| 6M | -49.0% | -59.5% | +10.5% | -49.3% |
| YTD | +12.9% | -62.8% | +75.8% | +12.2% |
| 1Y | 0.0% | -55.5% | +55.5% | -0.8% |
| 3Y | +361.8% | +25.7% | +336.1% | +361.2% |
| All | +361.8% | +21.9% | +339.9% | +361.2% |
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