+99.7%
ALMU vs VT
+80.6%
+19.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.5% | +0.2% | +16.3% | +16.0% |
| 7D | -7.3% | -2.3% | -5.0% | -2.0% |
| 30D | -45.8% | -5.0% | -40.9% | -39.2% |
| 3M | -59.1% | -4.9% | -54.2% | -54.1% |
| 6M | -75.4% | -1.5% | -73.9% | -73.4% |
| YTD | -59.3% | +8.5% | -67.8% | -61.8% |
| 1Y | -51.9% | +11.4% | -63.2% | -56.4% |
| 3Y | +154.2% | +70.1% | +84.1% | +33.3% |
| All | +99.7% | +80.6% | +19.1% | -16.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling