-88.5%
ALAR vs VT
+66.2%
-154.7%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | 0.0% | +5.3% | +5.3% |
| 7D | -14.2% | +0.4% | -14.6% | -14.7% |
| 30D | -30.5% | +1.0% | -31.5% | -31.4% |
| 3M | -85.7% | +2.4% | -88.1% | -86.2% |
| 6M | -80.4% | +12.0% | -92.4% | -83.1% |
| YTD | -83.8% | +15.3% | -99.1% | -86.4% |
| 1Y | -90.2% | +22.6% | -112.8% | -92.4% |
| 3Y | -58.3% | +74.7% | -132.9% | -75.8% |
| All | -88.5% | +66.2% | -154.7% | -92.9% |
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 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