+575.0%
ALNT vs VT
+224.5%
+350.6%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | 0.0% | +4.9% | +4.9% |
| 7D | +1.9% | +0.4% | +1.4% | +1.3% |
| 30D | +1.5% | +1.0% | +0.5% | +0.1% |
| 3M | +5.4% | +2.4% | +3.0% | +2.8% |
| 6M | +49.1% | +12.0% | +37.1% | +29.0% |
| YTD | +76.3% | +15.3% | +61.0% | +46.7% |
| 1Y | +106.0% | +22.6% | +83.4% | +58.7% |
| 3Y | +166.9% | +74.7% | +92.2% | +27.3% |
| 5Y | +171.3% | +66.1% | +105.1% | +40.6% |
| All | +575.0% | +224.5% | +350.6% | +40.1% |
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