-74.1%
ALMS vs VT
+5.0%
-79.0%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | -2.7% |
| 7D | -8.1% | -0.3% | -7.8% | -7.5% |
| 30D | -4.2% | -1.4% | -2.8% | -1.1% |
| 3M | -75.8% | -1.4% | -74.5% | -74.4% |
| 6M | -74.1% | +5.5% | -79.5% | -76.0% |
| All | -74.1% | +5.0% | -79.0% | -76.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling