-60.0%
ALBG vs VT
+11.5%
-71.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.5% | +5.2% | +6.0% |
| 7D | -9.1% | +1.0% | -10.2% | -11.8% |
| 30D | -5.2% | -0.2% | -5.0% | -5.0% |
| 3M | -31.6% | +4.5% | -36.1% | -39.5% |
| 6M | -48.0% | +14.1% | -62.1% | -63.5% |
| All | -60.0% | +11.5% | -71.5% | -66.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling