+10.1%
VT vs ALHC
-55.4%
+65.5%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -7.1% | +3.1% | -3.9% |
| 7D | -4.2% | -6.2% | +2.0% | -4.0% |
| 30D | -5.8% | -9.7% | +3.9% | -5.6% |
| 3M | -5.2% | -44.7% | +39.5% | -4.3% |
| 6M | +0.1% | -58.7% | +58.8% | +1.9% |
| YTD | +8.2% | -61.7% | +70.0% | +8.5% |
| 1Y | +10.1% | -55.7% | +65.8% | +7.3% |
| All | +10.1% | -55.4% | +65.5% | +7.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling