-67.3%
ALKT vs VT
+73.6%
-140.9%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -2.3% |
| 7D | +6.0% | -0.7% | +6.7% | +6.8% |
| 30D | -0.2% | -1.7% | +1.5% | +1.9% |
| 3M | -29.1% | -2.3% | -26.8% | -26.8% |
| 6M | -18.4% | +1.5% | -19.9% | -20.8% |
| YTD | -39.1% | +12.0% | -51.1% | -49.3% |
| 1Y | -30.8% | +12.9% | -43.6% | -43.1% |
| 3Y | -33.2% | +74.9% | -108.2% | -71.2% |
| 5Y | -48.6% | +59.9% | -108.5% | -73.3% |
| All | -67.3% | +73.6% | -140.9% | -84.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling