+25.2%
VZ vs ALHC
-51.4%
+76.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +10.1% | -8.1% | +1.8% |
| 7D | +6.9% | -0.5% | +7.4% | +6.9% |
| 30D | +2.3% | -4.2% | +6.5% | +2.3% |
| 3M | 0.0% | -39.8% | +39.8% | -0.7% |
| 6M | +0.2% | -57.7% | +58.0% | -1.5% |
| YTD | +20.9% | -58.8% | +79.7% | +18.8% |
| 1Y | +25.2% | -52.4% | +77.6% | +23.0% |
| All | +25.2% | -51.4% | +76.7% | +23.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling