-68.8%
ALKT vs VT
+68.0%
-136.9%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.1% |
| 7D | +8.1% | -2.3% | +10.5% | +11.2% |
| 30D | -5.2% | -5.0% | -0.3% | +1.2% |
| 3M | -31.9% | -4.9% | -27.0% | -27.1% |
| 6M | -19.9% | -1.5% | -18.4% | -19.0% |
| YTD | -41.9% | +8.5% | -50.4% | -49.4% |
| 1Y | -29.7% | +11.4% | -41.1% | -41.3% |
| 3Y | -35.6% | +70.1% | -105.6% | -71.1% |
| 5Y | -53.6% | +53.7% | -107.3% | -74.5% |
| All | -68.8% | +68.0% | -136.9% | -84.7% |
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 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