-22.7%
AALG vs VT
+27.4%
-50.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.6% | +2.6% |
| 7D | -7.6% | +0.4% | -8.0% | -9.1% |
| 30D | -38.8% | +1.0% | -39.8% | -40.8% |
| 3M | -10.7% | +2.4% | -13.1% | -17.0% |
| 6M | -7.6% | +12.0% | -19.6% | -35.7% |
| YTD | -42.7% | +15.3% | -58.0% | -64.4% |
| 1Y | -25.8% | +22.6% | -48.4% | -65.9% |
| All | -22.7% | +27.4% | -50.1% | -70.7% |
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