-94.0%
ALIT vs VT
+59.7%
-153.7%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.0% | +1.7% | +24.3% | +23.6% |
| 7D | +41.0% | -0.3% | +41.3% | +42.2% |
| 30D | +45.9% | -1.4% | +47.3% | +49.1% |
| 3M | -25.8% | -1.4% | -24.4% | -23.9% |
| 6M | -21.3% | +5.5% | -26.8% | -27.1% |
| YTD | -67.3% | +12.8% | -80.1% | -72.7% |
| 1Y | -76.0% | +15.4% | -91.4% | -80.6% |
| 3Y | -90.7% | +76.9% | -167.6% | -96.0% |
| All | -94.0% | +59.7% | -153.7% | -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