-65.3%
ALHC price history and return analytics
+58.5%
-123.9%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -1.9% |
| 7D | -0.8% | +2.9% | -3.7% | -3.4% |
| 30D | -9.6% | -2.5% | -7.1% | -7.3% |
| 3M | -44.5% | -3.3% | -41.2% | -42.7% |
| 6M | -59.2% | +1.5% | -60.7% | -59.9% |
| YTD | -62.0% | +11.4% | -73.4% | -66.0% |
| 1Y | -54.8% | +11.9% | -66.7% | -59.7% |
| 3Y | +25.0% | +73.9% | -48.9% | -34.5% |
| 5Y | -65.3% | +57.9% | -123.2% | -76.4% |
| All | -65.3% | +58.5% | -123.9% | -76.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling