+93.9%
VTI vs ALHC
-61.4%
+155.2%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.5% | -0.3% |
| 7D | +2.5% | +0.3% | +2.3% | +2.5% |
| 30D | -1.5% | -10.6% | +9.0% | -0.9% |
| 3M | -3.2% | -45.3% | +42.1% | -0.1% |
| 6M | +2.3% | -59.7% | +62.0% | +6.8% |
| YTD | +11.6% | -62.7% | +74.4% | +16.7% |
| 1Y | +13.8% | -56.1% | +69.9% | +17.4% |
| 3Y | +77.4% | +21.3% | +56.2% | +63.6% |
| 5Y | +64.6% | -66.0% | +130.5% | +58.7% |
| All | +93.9% | -61.4% | +155.2% | +82.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling