+2,139.3%
ALNT vs VT
+345.0%
+1,794.3%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -4.1% | -1.1% | -1.6% |
| 7D | -17.7% | -4.2% | -13.6% | -14.7% |
| 30D | -35.6% | -5.8% | -29.8% | -32.0% |
| 3M | -19.0% | -5.2% | -13.8% | -14.8% |
| 6M | -3.1% | +0.1% | -3.3% | -1.9% |
| YTD | +40.6% | +8.2% | +32.4% | +34.0% |
| 1Y | +41.4% | +10.1% | +31.2% | +33.1% |
| 3Y | +191.3% | +69.7% | +121.6% | +95.9% |
| 5Y | +78.7% | +53.4% | +25.3% | +31.7% |
| 10Y | +545.3% | +219.2% | +326.1% | +213.3% |
| All | +2,139.3% | +345.0% | +1,794.3% | +831.5% |
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