+43.7%
ALMR vs VT
+4.9%
+38.7%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | -1.2% |
| 7D | +15.4% | -0.7% | +16.1% | +15.7% |
| 30D | +30.4% | -1.7% | +32.2% | +32.9% |
| 3M | -13.6% | -2.3% | -11.3% | -11.3% |
| 6M | +32.4% | +1.5% | +30.9% | +31.9% |
| All | +43.7% | +4.9% | +38.7% | +37.6% |
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