+654.4%
VRT vs ALHC
-66.2%
+720.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.9% | -1.7% | -3.4% |
| 7D | +10.5% | +0.3% | +10.2% | +10.4% |
| 30D | -9.3% | -10.6% | +1.3% | -8.3% |
| 3M | -29.6% | -45.3% | +15.7% | -25.3% |
| 6M | -45.4% | -59.7% | +14.4% | -41.0% |
| YTD | +24.8% | -62.7% | +87.5% | +35.1% |
| 1Y | +23.6% | -56.1% | +79.7% | +30.3% |
| 3Y | +379.7% | +21.3% | +358.4% | +283.6% |
| All | +654.4% | -66.2% | +720.6% | +744.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling