+1,346.2%
VRT vs ALHC
-28.9%
+1,375.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | 0.0% | +4.4% | +4.4% |
| 7D | +9.1% | -0.6% | +9.7% | +9.2% |
| 30D | +0.9% | -1.0% | +2.0% | +1.0% |
| 3M | -13.4% | -10.2% | -3.2% | -14.0% |
| 6M | +11.7% | -28.3% | +40.0% | +13.4% |
| YTD | +73.2% | -31.4% | +104.7% | +76.5% |
| 1Y | +123.4% | -16.9% | +140.4% | +120.9% |
| 3Y | +606.2% | +135.5% | +470.7% | +430.0% |
| 5Y | +899.9% | -33.6% | +933.5% | +790.5% |
| All | +1,346.2% | -28.9% | +1,375.2% | +1,131.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling