-66.7%
ALAR vs VT
+69.4%
-136.0%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -4.1% | -6.1% | -2.5% |
| 7D | -15.4% | -4.2% | -11.3% | -8.0% |
| 30D | -32.0% | -5.8% | -26.2% | -23.4% |
| 3M | -42.5% | -5.2% | -37.3% | -36.2% |
| 6M | -84.1% | +0.1% | -84.3% | -84.3% |
| YTD | -86.6% | +8.2% | -94.8% | -88.6% |
| 1Y | -92.5% | +10.1% | -102.6% | -93.9% |
| All | -66.7% | +69.4% | -136.0% | -80.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling