+72.7%
ALEC vs VT
+15.2%
+57.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +1.7% | +9.5% | +8.5% |
| 7D | +1.3% | -0.3% | +1.6% | +1.9% |
| 30D | +14.6% | -1.4% | +16.0% | +17.1% |
| 3M | +48.1% | -1.4% | +49.4% | +50.8% |
| 6M | -9.2% | +5.5% | -14.6% | -17.6% |
| YTD | +46.2% | +12.8% | +33.3% | +19.1% |
| 1Y | +72.7% | +15.4% | +57.3% | +34.2% |
| All | +72.7% | +15.2% | +57.5% | +34.2% |
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