+19.5%
VTR vs ALHC
-54.5%
+74.0%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.6% | -0.7% |
| 7D | +0.7% | -0.8% | +1.5% | +0.7% |
| 30D | +6.9% | -9.6% | +16.6% | +7.4% |
| 3M | +1.3% | -44.5% | +45.9% | +5.2% |
| 6M | +2.5% | -59.2% | +61.7% | +6.9% |
| YTD | +18.0% | -62.0% | +80.0% | +23.3% |
| 1Y | +19.5% | -54.8% | +74.3% | +24.5% |
| All | +19.5% | -54.5% | +74.0% | +24.5% |
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