-17.4%
ALB vs VT
+11.9%
-29.3%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.0% |
| 7D | -5.8% | +2.4% | -8.1% | -8.4% |
| 30D | -4.5% | -1.5% | -3.0% | -3.0% |
| 3M | -28.1% | -4.1% | -24.0% | -24.1% |
| 6M | -53.2% | +0.6% | -53.7% | -53.8% |
| YTD | -33.3% | +11.0% | -44.4% | -41.4% |
| 1Y | -17.4% | +13.3% | -30.8% | -29.9% |
| All | -17.4% | +11.9% | -29.3% | -29.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling