+1,421.5%
ALGN vs VT
+346.0%
+1,075.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +3.9% | +3.9% |
| 7D | +10.7% | -2.3% | +13.1% | +14.0% |
| 30D | +18.7% | -5.0% | +23.6% | +26.2% |
| 3M | -1.8% | -4.9% | +3.1% | +4.3% |
| 6M | -4.6% | -1.5% | -3.0% | -3.0% |
| YTD | +6.3% | +8.5% | -2.2% | -3.4% |
| 1Y | +24.1% | +11.4% | +12.8% | +9.3% |
| 3Y | -16.1% | +70.1% | -86.1% | -54.4% |
| 5Y | -75.8% | +53.7% | -129.6% | -84.5% |
| 10Y | +93.6% | +220.0% | -126.3% | -37.3% |
| All | +1,421.5% | +346.0% | +1,075.5% | +245.6% |
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