+409.8%
ALGT vs VT
+345.0%
+64.9%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -4.1% | +11.5% | +11.7% |
| 7D | +20.2% | -4.2% | +24.4% | +25.3% |
| 30D | +13.0% | -5.8% | +18.8% | +20.1% |
| 3M | -15.8% | -5.2% | -10.5% | -10.8% |
| 6M | +15.6% | +0.1% | +15.5% | +16.4% |
| YTD | +2.7% | +8.2% | -5.5% | -3.7% |
| 1Y | +20.7% | +10.1% | +10.6% | +11.4% |
| 3Y | +39.0% | +69.7% | -30.6% | -13.0% |
| 5Y | -52.6% | +53.4% | -106.0% | -66.5% |
| 10Y | -28.9% | +219.2% | -248.1% | -70.5% |
| All | +409.8% | +345.0% | +64.9% | +94.2% |
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