-34.2%
ALB vs VT
+75.0%
-109.1%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | 0.0% | -4.4% | -4.4% |
| 7D | -8.1% | +0.4% | -8.5% | -9.0% |
| 30D | +6.3% | +1.0% | +5.3% | +4.1% |
| 3M | -23.6% | +2.4% | -26.0% | -27.2% |
| 6M | -24.6% | +12.0% | -36.6% | -40.6% |
| YTD | -10.3% | +15.3% | -25.6% | -33.2% |
| 1Y | +61.5% | +22.6% | +38.9% | +5.9% |
| All | -34.2% | +75.0% | -109.1% | -81.0% |
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