+39.9%
VSH vs ALHC
-66.2%
+106.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.9% | -2.3% | -4.1% |
| 7D | +14.3% | +0.3% | +14.1% | +14.3% |
| 30D | -7.9% | -10.6% | +2.7% | -7.1% |
| 3M | -19.9% | -45.3% | +25.5% | -16.8% |
| 6M | -30.5% | -59.7% | +29.2% | -26.8% |
| YTD | +85.7% | -62.7% | +148.4% | +96.1% |
| 1Y | +98.9% | -56.1% | +155.0% | +107.4% |
| 3Y | +32.1% | +21.3% | +10.8% | +21.3% |
| All | +39.9% | -66.2% | +106.1% | +52.4% |
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