+7.4%
VSH vs ALHC
+21.9%
-14.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -2.9% | +8.6% | +5.9% |
| 7D | -12.9% | +1.0% | -13.9% | -12.9% |
| 30D | -36.9% | -14.2% | -22.7% | -36.3% |
| 3M | -28.8% | -45.1% | +16.4% | -26.8% |
| 6M | -30.3% | -59.5% | +29.2% | -27.5% |
| YTD | +62.4% | -62.8% | +125.2% | +69.2% |
| 1Y | +62.5% | -55.5% | +118.0% | +67.6% |
| 3Y | +7.4% | +25.7% | -18.3% | -9.0% |
| All | +7.4% | +21.9% | -14.5% | -9.0% |
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