+60.9%
ALGN vs VT
+221.4%
-160.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -2.4% |
| 7D | -0.9% | +1.0% | -2.0% | -2.5% |
| 30D | -11.6% | -0.2% | -11.4% | -11.2% |
| 3M | -10.8% | +4.5% | -15.3% | -17.2% |
| 6M | -11.8% | +14.1% | -25.8% | -29.0% |
| YTD | -1.7% | +14.8% | -16.5% | -21.4% |
| 1Y | +12.2% | +21.2% | -9.0% | -18.0% |
| 3Y | -53.8% | +76.6% | -130.4% | -81.3% |
| 5Y | -79.0% | +66.6% | -145.6% | -90.2% |
| 10Y | +60.9% | +222.3% | -161.4% | -69.9% |
| All | +60.9% | +221.4% | -160.5% | -69.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling