+17.4%
ALGM vs VT
+66.2%
-48.8%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | +2.3% | +0.4% | +1.9% | +1.4% |
| 30D | -12.4% | +1.0% | -13.4% | -13.8% |
| 3M | -31.7% | +2.4% | -34.1% | -33.1% |
| 6M | +7.5% | +12.0% | -4.5% | -10.2% |
| YTD | +38.8% | +15.3% | +23.4% | +10.0% |
| 1Y | +21.6% | +22.6% | -1.0% | -13.4% |
| 3Y | -4.6% | +74.7% | -79.3% | -61.2% |
| All | +17.4% | +66.2% | -48.8% | -42.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling