+504.1%
ALLT vs VT
+74.1%
+429.9%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.6% | +1.8% | +0.2% |
| 7D | +9.4% | +0.4% | +9.1% | +8.9% |
| 30D | +6.6% | -2.6% | +9.2% | +11.4% |
| 3M | +14.3% | -3.2% | +17.6% | +20.5% |
| 6M | +14.5% | +0.9% | +13.5% | +12.4% |
| YTD | -9.1% | +11.3% | -20.4% | -24.7% |
| 1Y | -0.6% | +14.0% | -14.6% | -21.0% |
| 3Y | +504.1% | +75.8% | +428.2% | +143.7% |
| All | +504.1% | +74.1% | +429.9% | +143.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling