+68.7%
VTV vs ALHC
+141.7%
-72.9%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.8% |
| 7D | +0.3% | -1.0% | +1.3% | +0.3% |
| 30D | +0.1% | -6.3% | +6.5% | +0.3% |
| 3M | +6.2% | -12.3% | +18.5% | +6.2% |
| 6M | +13.5% | -27.0% | +40.5% | +14.0% |
| YTD | +18.9% | -31.8% | +50.7% | +19.5% |
| 1Y | +25.8% | -17.0% | +42.8% | +25.7% |
| 3Y | +68.7% | +159.8% | -91.1% | +58.0% |
| All | +68.7% | +141.7% | -72.9% | +58.0% |
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