+68.0%
VXUS vs ALHC
+25.0%
+43.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.5% | -0.9% |
| 7D | +2.3% | -0.8% | +3.1% | +2.3% |
| 30D | -2.2% | -9.6% | +7.4% | -2.0% |
| 3M | -5.4% | -44.5% | +39.1% | -4.4% |
| 6M | -1.2% | -59.2% | +58.0% | +0.3% |
| YTD | +10.4% | -62.0% | +72.4% | +12.1% |
| 1Y | +11.8% | -54.8% | +66.7% | +13.1% |
| All | +68.0% | +25.0% | +43.0% | +61.6% |
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