+78.9%
VTV vs ALHC
+28.2%
+50.7%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.8% | +1.0% |
| 7D | -0.4% | -5.5% | +5.1% | -0.3% |
| 30D | +3.9% | -4.9% | +8.8% | +4.0% |
| 3M | +2.6% | -41.7% | +44.3% | +3.8% |
| 6M | +11.5% | -55.2% | +66.7% | +13.3% |
| YTD | +22.3% | -61.1% | +83.3% | +24.5% |
| 1Y | +24.5% | -53.3% | +77.9% | +26.1% |
| All | +78.9% | +28.2% | +50.7% | +75.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling