-54.9%
ALKT vs VT
+77.8%
-132.7%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -0.9% |
| 7D | -0.3% | +1.0% | -1.3% | -1.7% |
| 30D | -1.8% | -0.2% | -1.5% | -1.4% |
| 3M | +22.3% | +4.5% | +17.7% | +14.1% |
| 6M | +13.6% | +14.1% | -0.5% | -7.6% |
| YTD | -16.0% | +14.8% | -30.8% | -32.3% |
| 1Y | -25.0% | +21.2% | -46.2% | -44.6% |
| 3Y | +11.4% | +76.6% | -65.2% | -52.4% |
| 5Y | -35.0% | +66.6% | -101.6% | -68.2% |
| All | -54.9% | +77.8% | -132.7% | -79.5% |
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