-35.9%
ALGT vs VT
+224.5%
-260.4%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.1% | +3.1% |
| 7D | -1.0% | +0.4% | -1.4% | -1.6% |
| 30D | -24.8% | +1.0% | -25.8% | -25.9% |
| 3M | -7.5% | +2.4% | -9.9% | -10.6% |
| 6M | -15.1% | +12.0% | -27.1% | -27.9% |
| YTD | -8.3% | +15.3% | -23.7% | -25.6% |
| 1Y | +21.6% | +22.6% | -1.0% | -10.0% |
| 3Y | -9.6% | +74.7% | -84.3% | -59.4% |
| 5Y | -57.9% | +66.1% | -124.0% | -79.1% |
| All | -35.9% | +224.5% | -260.4% | -86.3% |
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