-88.4%
ALEC vs VT
+149.7%
-238.1%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -4.1% | -4.3% | -1.8% |
| 7D | -6.7% | -4.2% | -2.5% | +0.3% |
| 30D | +15.5% | -5.8% | +21.3% | +27.6% |
| 3M | +40.3% | -5.2% | +45.5% | +53.1% |
| 6M | -18.7% | +0.1% | -18.8% | -18.8% |
| YTD | +34.0% | +8.2% | +25.7% | +19.0% |
| 1Y | +66.5% | +10.1% | +56.4% | +44.1% |
| 3Y | -64.5% | +69.7% | -134.1% | -83.4% |
| 5Y | -91.7% | +53.4% | -145.0% | -95.3% |
| All | -88.4% | +149.7% | -238.1% | -97.2% |
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 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