-93.4%
ALIT vs VT
+66.2%
-159.6%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +6.4% | +0.4% | +6.0% | +5.9% |
| 30D | +3.4% | +1.0% | +2.4% | +2.2% |
| 3M | +0.7% | +2.4% | -1.7% | -3.6% |
| 6M | -22.5% | +12.0% | -34.5% | -34.8% |
| YTD | -61.7% | +15.3% | -77.1% | -69.0% |
| 1Y | -80.1% | +22.6% | -102.7% | -85.3% |
| 3Y | -89.7% | +74.7% | -164.4% | -95.4% |
| All | -93.4% | +66.2% | -159.6% | -97.0% |
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