+42.7%
VXUS vs ALHC
-64.2%
+106.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.9% | +3.1% | +0.3% |
| 7D | -1.8% | +1.0% | -2.7% | -1.8% |
| 30D | -4.6% | -14.2% | +9.6% | -4.0% |
| 3M | -6.1% | -45.1% | +39.1% | -3.9% |
| 6M | -4.9% | -59.5% | +54.6% | -1.8% |
| YTD | +8.1% | -62.8% | +70.9% | +11.7% |
| 1Y | +12.1% | -55.5% | +67.6% | +14.8% |
| 3Y | +63.9% | +25.7% | +38.2% | +53.8% |
| All | +42.7% | -64.2% | +106.9% | +39.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling