-30.7%
ALKT vs VT
+74.1%
-104.8%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +2.6% | +3.4% | +2.9% |
| 7D | +6.6% | +0.4% | +6.2% | +5.8% |
| 30D | -0.5% | -2.6% | +2.1% | +2.5% |
| 3M | -27.9% | -3.2% | -24.7% | -24.9% |
| 6M | -20.9% | +0.9% | -21.8% | -22.3% |
| YTD | -38.4% | +11.3% | -49.7% | -47.5% |
| 1Y | -26.9% | +14.0% | -40.9% | -40.1% |
| 3Y | -30.7% | +75.8% | -106.5% | -71.7% |
| All | -30.7% | +74.1% | -104.8% | -71.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling