+0.2%
VTEB vs ALHC
-19.9%
+20.1%
-4.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.5% | +0.4% |
| 7D | -0.9% | -6.9% | +5.9% | -0.9% |
| 30D | -2.5% | -6.7% | +4.2% | -2.5% |
| 3M | -3.0% | -37.7% | +34.7% | -2.7% |
| 6M | -2.1% | -30.0% | +27.9% | -2.0% |
| YTD | -1.5% | -36.2% | +34.7% | -1.3% |
| 1Y | +0.2% | -22.9% | +23.0% | +0.4% |
| All | +0.2% | -19.9% | +20.1% | +0.4% |
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 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