+21.6%
ALGM vs VT
+23.3%
-1.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | +2.3% | +0.4% | +1.9% | +1.0% |
| 30D | -12.4% | +1.0% | -13.4% | -14.4% |
| 3M | -31.7% | +2.4% | -34.1% | -34.2% |
| 6M | +7.5% | +12.0% | -4.5% | -16.4% |
| YTD | +38.8% | +15.3% | +23.4% | 0.0% |
| 1Y | +21.6% | +22.6% | -1.0% | -18.2% |
| All | +21.6% | +23.3% | -1.7% | -18.2% |
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