-12.2%
ALLR vs VT
+15.2%
-27.4%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.7% | -6.1% | -6.5% |
| 7D | +13.7% | -0.3% | +14.0% | +14.1% |
| 30D | +8.0% | -1.4% | +9.4% | +10.0% |
| 3M | -17.6% | -1.4% | -16.2% | -16.2% |
| 6M | -13.6% | +5.5% | -19.1% | -18.1% |
| YTD | 0.0% | +12.8% | -12.8% | -19.6% |
| 1Y | -12.2% | +15.4% | -27.6% | -36.1% |
| All | -12.2% | +15.2% | -27.4% | -36.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling