-55.6%
ALHC price history and return analytics
+81.2%
-136.8%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.9% | -0.8% |
| 7D | -5.5% | -0.7% | -4.8% | -4.9% |
| 30D | -4.9% | -1.7% | -3.2% | -3.2% |
| 3M | -41.7% | -2.3% | -39.4% | -40.4% |
| 6M | -55.2% | +1.5% | -56.7% | -56.0% |
| YTD | -61.1% | +12.0% | -73.1% | -65.3% |
| 1Y | -53.3% | +12.9% | -66.2% | -58.7% |
| 3Y | +28.2% | +74.9% | -46.8% | -32.5% |
| 5Y | -65.8% | +59.9% | -125.7% | -78.5% |
| All | -55.6% | +81.2% | -136.8% | -77.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling