-27.1%
ALGT vs VT
+223.7%
-250.8%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.6% | +3.1% | +1.5% |
| 7D | +26.9% | +0.4% | +26.6% | +25.5% |
| 30D | +27.2% | -2.6% | +29.8% | +32.4% |
| 3M | +1.7% | -3.2% | +4.9% | +7.3% |
| 6M | +17.1% | +0.9% | +16.1% | +16.2% |
| YTD | +14.0% | +11.3% | +2.7% | -2.2% |
| 1Y | +37.1% | +14.0% | +23.1% | +13.3% |
| 3Y | +75.2% | +75.8% | -0.6% | -22.2% |
| 5Y | -48.0% | +57.8% | -105.9% | -72.1% |
| 10Y | -27.1% | +219.8% | -246.9% | -83.9% |
| All | -27.1% | +223.7% | -250.8% | -83.9% |
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