+347.9%
ALLE vs VT
+250.6%
+97.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.3% | -1.3% |
| 7D | +4.9% | -1.6% | +6.5% | +6.5% |
| 30D | +22.8% | -2.5% | +25.3% | +25.7% |
| 3M | +17.8% | -1.3% | +19.1% | +19.1% |
| 6M | +40.8% | +3.1% | +37.7% | +35.8% |
| YTD | +20.3% | +10.9% | +9.4% | +7.4% |
| 1Y | +16.3% | +12.1% | +4.2% | +2.7% |
| 3Y | +92.9% | +73.9% | +19.0% | +7.5% |
| 5Y | +56.7% | +58.0% | -1.3% | -3.3% |
| 10Y | +237.0% | +225.5% | +11.5% | 0.0% |
| All | +347.9% | +250.6% | +97.2% | +21.0% |
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