-93.6%
ALIT vs VT
+127.6%
-221.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.0% | +1.7% | +24.3% | +23.8% |
| 7D | +41.0% | -0.3% | +41.3% | +42.1% |
| 30D | +45.9% | -1.4% | +47.3% | +48.8% |
| 3M | -25.8% | -1.4% | -24.4% | -24.0% |
| 6M | -21.3% | +5.5% | -26.8% | -26.5% |
| YTD | -67.3% | +12.8% | -80.1% | -72.1% |
| 1Y | -76.0% | +15.4% | -91.4% | -80.1% |
| 3Y | -90.7% | +76.9% | -167.6% | -95.5% |
| 5Y | -94.1% | +60.4% | -154.5% | -97.0% |
| All | -93.6% | +127.6% | -221.2% | -96.8% |
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