-61.6%
ALB vs VT
+53.2%
-114.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -4.1% | +7.7% | +10.6% |
| 7D | +5.5% | -4.2% | +9.6% | +12.9% |
| 30D | -7.5% | -5.8% | -1.7% | +2.0% |
| 3M | -16.9% | -5.2% | -11.7% | -9.3% |
| 6M | -49.2% | +0.1% | -49.3% | -49.8% |
| YTD | -29.9% | +8.2% | -38.1% | -39.6% |
| 1Y | +8.2% | +10.1% | -1.9% | -9.6% |
| 3Y | -19.4% | +69.7% | -89.1% | -66.4% |
| 5Y | -61.6% | +53.4% | -115.0% | -79.3% |
| All | -61.6% | +53.2% | -114.8% | -79.3% |
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