+28.0%
ALMS vs VT
+10.7%
+17.3%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -4.1% | -6.6% | -3.4% |
| 7D | -15.1% | -4.2% | -10.9% | -8.0% |
| 30D | -15.6% | -5.8% | -9.8% | -5.6% |
| 3M | -78.4% | -5.2% | -73.2% | -75.6% |
| 6M | -77.6% | +0.1% | -77.7% | -76.4% |
| YTD | -40.1% | +8.2% | -48.3% | -41.8% |
| 1Y | +28.0% | +10.1% | +17.9% | +24.2% |
| All | +28.0% | +10.7% | +17.3% | +24.2% |
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