+162.5%
ALLT vs VT
+374.2%
-211.6%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -1.9% | +0.4% | -2.4% | -2.3% |
| 30D | -2.9% | +1.0% | -3.9% | -3.7% |
| 3M | -1.5% | +2.4% | -3.9% | -3.4% |
| 6M | +10.1% | +12.0% | -1.9% | +0.2% |
| YTD | -22.3% | +15.3% | -37.6% | -31.1% |
| 1Y | -9.0% | +22.6% | -31.6% | -23.0% |
| 3Y | +208.1% | +74.7% | +133.4% | +99.0% |
| 5Y | -52.7% | +66.1% | -118.9% | -68.0% |
| 10Y | +44.7% | +225.0% | -180.3% | -39.4% |
| All | +162.5% | +374.2% | -211.6% | -11.0% |
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