+16.8%
ALGM vs VT
+74.0%
-57.2%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.3% | -4.7% | -4.2% |
| 7D | +7.0% | +2.4% | +4.6% | +1.2% |
| 30D | -6.5% | -1.5% | -5.0% | -1.4% |
| 3M | -31.7% | -4.1% | -27.6% | -22.4% |
| 6M | -34.5% | +0.6% | -35.0% | -31.7% |
| YTD | +14.2% | +11.0% | +3.2% | -4.8% |
| 1Y | +19.2% | +13.3% | +5.8% | -5.0% |
| 3Y | +16.8% | +73.4% | -56.6% | -67.0% |
| All | +16.8% | +74.0% | -57.2% | -67.0% |
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