+1.0%
ALH price history and return analytics
+12.8%
-11.8%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.5% | +4.8% | +4.8% |
| 7D | +12.9% | -0.1% | +13.1% | +12.9% |
| 30D | +17.9% | -3.1% | +20.9% | +21.9% |
| 3M | -5.0% | -3.5% | -1.5% | -1.2% |
| 6M | -1.3% | +0.5% | -1.8% | -2.6% |
| YTD | +23.2% | +10.8% | +12.4% | +6.7% |
| 1Y | -6.2% | +11.9% | -18.1% | -19.8% |
| All | +1.0% | +12.8% | -11.8% | -13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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