+93.9%
VTV vs ALHC
-28.9%
+122.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +0.5% | -0.6% | +1.1% | +0.5% |
| 30D | +1.1% | -1.0% | +2.1% | +1.1% |
| 3M | +5.9% | -10.2% | +16.0% | +5.8% |
| 6M | +11.6% | -28.3% | +39.9% | +12.5% |
| YTD | +19.8% | -31.4% | +51.3% | +20.9% |
| 1Y | +26.2% | -16.9% | +43.2% | +26.1% |
| 3Y | +68.5% | +135.5% | -67.0% | +56.0% |
| 5Y | +79.9% | -33.6% | +113.5% | +70.3% |
| All | +93.9% | -28.9% | +122.9% | +81.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling