+194.2%
ALLT vs VT
+346.0%
-151.9%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.2% | +4.4% | +4.4% |
| 7D | -1.4% | -2.3% | +0.9% | +0.8% |
| 30D | +5.3% | -5.0% | +10.2% | +10.3% |
| 3M | +12.5% | -4.9% | +17.4% | +17.7% |
| 6M | +10.3% | -1.5% | +11.9% | +12.1% |
| YTD | -12.9% | +8.5% | -21.4% | -18.5% |
| 1Y | -2.3% | +11.4% | -13.7% | -10.4% |
| 3Y | +466.9% | +70.1% | +396.8% | +277.1% |
| 5Y | -44.5% | +53.7% | -98.2% | -59.8% |
| 10Y | +74.0% | +220.0% | -146.0% | -25.4% |
| All | +194.2% | +346.0% | -151.9% | +5.4% |
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