+59.2%
ALGM vs VT
+115.4%
-56.3%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.2% | +4.9% | +4.6% |
| 7D | -7.7% | -2.3% | -5.4% | -2.7% |
| 30D | -23.9% | -5.0% | -19.0% | -14.6% |
| 3M | -33.6% | -4.9% | -28.8% | -25.2% |
| 6M | -45.2% | -1.5% | -43.6% | -40.6% |
| YTD | +6.8% | +8.5% | -1.7% | -3.1% |
| 1Y | +3.5% | +11.4% | -7.8% | -10.2% |
| 3Y | +8.1% | +70.1% | -61.9% | -53.7% |
| 5Y | -12.6% | +53.7% | -66.3% | -50.7% |
| All | +59.2% | +115.4% | -56.3% | -55.4% |
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 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