-52.6%
ALEC vs VT
+75.0%
-127.6%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | +5.1% | +0.4% | +4.7% | +4.0% |
| 30D | +65.1% | +1.0% | +64.1% | +61.4% |
| 3M | +35.9% | +2.4% | +33.5% | +29.4% |
| 6M | +14.4% | +12.0% | +2.4% | -9.2% |
| YTD | +57.7% | +15.3% | +42.4% | +18.3% |
| 1Y | -12.8% | +22.6% | -35.3% | -41.4% |
| All | -52.6% | +75.0% | -127.6% | -84.5% |
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