+269.7%
ALMU vs VT
+92.1%
+177.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -1.5% | +0.4% | -2.0% | -2.3% |
| 30D | -23.1% | +1.0% | -24.0% | -24.1% |
| 3M | -52.4% | +2.4% | -54.8% | -53.4% |
| 6M | -29.5% | +12.0% | -41.5% | -39.4% |
| YTD | -24.6% | +15.3% | -40.0% | -38.2% |
| 1Y | -25.8% | +22.6% | -48.3% | -43.7% |
| 3Y | +263.5% | +74.7% | +188.8% | +80.2% |
| All | +269.7% | +92.1% | +177.7% | +35.2% |
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 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