-75.3%
ALGN vs VT
+57.0%
-132.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.3% |
| 7D | +1.4% | +2.4% | -1.0% | -2.4% |
| 30D | +16.5% | -1.5% | +18.0% | +19.4% |
| 3M | -4.5% | -4.1% | -0.4% | +2.3% |
| 6M | +4.1% | +0.6% | +3.5% | +2.4% |
| YTD | +7.8% | +11.0% | -3.2% | -10.2% |
| 1Y | +20.7% | +13.3% | +7.4% | -3.0% |
| 3Y | -12.0% | +73.4% | -85.4% | -66.1% |
| All | -75.3% | +57.0% | -132.3% | -87.7% |
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