-87.4%
ALEC vs VT
+160.3%
-247.7%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +1.7% | +9.5% | +8.5% |
| 7D | +1.3% | -0.3% | +1.6% | +2.0% |
| 30D | +14.6% | -1.4% | +16.0% | +17.4% |
| 3M | +48.1% | -1.4% | +49.4% | +51.3% |
| 6M | -9.2% | +5.5% | -14.6% | -16.7% |
| YTD | +46.2% | +12.8% | +33.3% | +21.1% |
| 1Y | +72.7% | +15.4% | +57.3% | +38.3% |
| 3Y | -61.2% | +76.9% | -138.1% | -83.1% |
| 5Y | -90.8% | +60.4% | -151.3% | -95.2% |
| All | -87.4% | +160.3% | -247.7% | -97.1% |
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 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