+20.0%
ALGM vs VT
+21.4%
-1.4%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +1.1% |
| 7D | +2.8% | +1.0% | +1.8% | -0.2% |
| 30D | -16.7% | -0.2% | -16.4% | -15.7% |
| 3M | -24.3% | +4.5% | -28.9% | -31.3% |
| 6M | +14.2% | +14.1% | +0.2% | -14.6% |
| YTD | +38.2% | +14.8% | +23.5% | +1.0% |
| 1Y | +20.0% | +21.2% | -1.2% | -18.4% |
| All | +20.0% | +21.4% | -1.4% | -18.4% |
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