+107.4%
ALMU vs VT
+87.9%
+19.5%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.7% | -4.9% | -6.4% |
| 7D | -7.8% | -0.3% | -7.4% | -7.3% |
| 30D | -44.5% | -1.4% | -43.1% | -42.7% |
| 3M | -60.2% | -1.4% | -58.8% | -58.8% |
| 6M | -68.4% | +5.5% | -73.8% | -70.1% |
| YTD | -57.7% | +12.8% | -70.5% | -63.7% |
| 1Y | -53.2% | +15.4% | -68.6% | -60.9% |
| 3Y | +164.0% | +76.9% | +87.1% | +26.9% |
| All | +107.4% | +87.9% | +19.5% | -20.6% |
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 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