+0.8%
VTEB vs ALHC
-31.9%
+32.7%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.4% | -0.7% |
| 7D | -1.2% | -5.8% | +4.6% | -1.2% |
| 30D | -2.9% | -3.3% | +0.5% | -2.9% |
| 3M | -3.2% | -37.9% | +34.8% | -3.0% |
| 6M | -2.6% | -29.5% | +26.9% | -2.6% |
| YTD | -1.8% | -35.4% | +33.6% | -1.7% |
| 1Y | +0.2% | -22.4% | +22.6% | +0.3% |
| 3Y | +8.2% | +146.3% | -138.1% | +7.4% |
| 5Y | +0.8% | -32.0% | +32.8% | +0.4% |
| All | +0.8% | -31.9% | +32.7% | +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 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