+222.2%
ALLE vs VT
+214.8%
+7.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.1% | +1.2% | +1.1% |
| 7D | 0.0% | -4.2% | +4.2% | +4.3% |
| 30D | +20.6% | -5.8% | +26.4% | +27.6% |
| 3M | +11.4% | -5.2% | +16.6% | +17.2% |
| 6M | +42.5% | +0.1% | +42.4% | +41.4% |
| YTD | +18.9% | +8.2% | +10.7% | +8.6% |
| 1Y | +14.2% | +10.1% | +4.0% | +2.4% |
| 3Y | +90.7% | +69.7% | +21.0% | +8.0% |
| 5Y | +52.5% | +53.4% | -0.9% | -3.8% |
| All | +222.2% | +214.8% | +7.4% | -5.2% |
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