-9.5%
ALC vs VT
+59.8%
-69.2%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.1% | -3.3% | -3.2% |
| 7D | -6.3% | -0.7% | -5.6% | -5.9% |
| 30D | +12.6% | -1.7% | +14.4% | +14.1% |
| 3M | -3.8% | -2.3% | -1.5% | -2.2% |
| 6M | +16.8% | +1.5% | +15.3% | +14.2% |
| YTD | -7.6% | +12.0% | -19.7% | -18.1% |
| 1Y | -5.9% | +12.9% | -18.7% | -17.2% |
| 3Y | +0.6% | +74.9% | -74.4% | -43.0% |
| 5Y | -9.5% | +59.9% | -69.4% | -43.1% |
| All | -9.5% | +59.8% | -69.2% | -43.1% |
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