+27.8%
ALMS vs VT
+10.5%
+17.3%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +2.8% | +2.7% |
| 7D | -10.4% | -2.3% | -8.1% | -6.0% |
| 30D | -10.9% | -5.0% | -6.0% | -1.8% |
| 3M | -78.3% | -4.9% | -73.4% | -75.6% |
| 6M | -76.4% | -1.5% | -74.8% | -74.6% |
| YTD | -38.2% | +8.5% | -46.7% | -40.4% |
| 1Y | +27.8% | +11.4% | +16.4% | +22.7% |
| All | +27.8% | +10.5% | +17.3% | +22.7% |
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 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