+546.1%
ALNT vs VT
+224.4%
+321.8%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.1% | +0.8% | +0.3% |
| 7D | +8.4% | -0.7% | +9.1% | +9.7% |
| 30D | -18.9% | -1.7% | -17.1% | -16.5% |
| 3M | -24.3% | -2.3% | -22.0% | -21.1% |
| 6M | +31.9% | +1.5% | +30.4% | +31.4% |
| YTD | +60.8% | +12.0% | +48.7% | +40.3% |
| 1Y | +65.0% | +12.9% | +52.2% | +43.1% |
| 3Y | +236.7% | +74.9% | +161.8% | +61.3% |
| 5Y | +107.2% | +59.9% | +47.3% | +13.8% |
| 10Y | +546.1% | +224.6% | +321.5% | +19.4% |
| All | +546.1% | +224.4% | +321.8% | +19.4% |
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