-50.6%
ALGT vs VT
+53.4%
-104.0%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.2% | +4.8% | +4.6% |
| 7D | +28.9% | -2.3% | +31.2% | +33.3% |
| 30D | +20.6% | -5.0% | +25.5% | +31.3% |
| 3M | -5.4% | -4.9% | -0.5% | +3.1% |
| 6M | +14.8% | -1.5% | +16.4% | +18.5% |
| YTD | +7.9% | +8.5% | -0.6% | -4.7% |
| 1Y | +33.5% | +11.4% | +22.1% | +12.8% |
| 3Y | +54.0% | +70.1% | -16.1% | -30.2% |
| All | -50.6% | +53.4% | -104.0% | -72.3% |
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 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