+270.1%
VSAT vs ALHC
+22.7%
+247.4%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.9% | -3.1% | -4.8% |
| 7D | +5.9% | +0.3% | +5.6% | +5.9% |
| 30D | +9.7% | -10.6% | +20.3% | +10.7% |
| 3M | -18.3% | -45.3% | +27.0% | -13.7% |
| 6M | -4.1% | -59.7% | +55.7% | +3.7% |
| YTD | +96.5% | -62.7% | +159.3% | +113.4% |
| 1Y | +89.3% | -56.1% | +145.4% | +101.6% |
| 3Y | +270.1% | +21.3% | +248.8% | +196.3% |
| All | +270.1% | +22.7% | +247.4% | +196.3% |
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 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