+65.3%
VXUS vs ALHC
-28.9%
+94.2%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +1.0% | -0.6% | +1.6% | +1.0% |
| 30D | +2.2% | -1.0% | +3.2% | +2.2% |
| 3M | +3.0% | -10.2% | +13.1% | +2.9% |
| 6M | +10.7% | -28.3% | +38.9% | +11.5% |
| YTD | +17.8% | -31.4% | +49.3% | +18.9% |
| 1Y | +27.6% | -16.9% | +44.5% | +27.4% |
| 3Y | +73.3% | +135.5% | -62.2% | +59.1% |
| 5Y | +54.3% | -33.6% | +88.0% | +47.0% |
| All | +65.3% | -28.9% | +94.2% | +53.9% |
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