+319.1%
ALOT vs VT
+372.1%
-53.0%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | +1.4% | +3.1% | -1.7% | 0.0% |
| 30D | +1.4% | +3.1% | -1.7% | 0.0% |
| 3M | +89.5% | +2.4% | +87.1% | +87.1% |
| 6M | +219.3% | +9.6% | +209.7% | +205.4% |
| YTD | +235.1% | +14.8% | +220.3% | +213.8% |
| 1Y | +178.5% | +21.8% | +156.7% | +153.3% |
| 3Y | +97.9% | +76.8% | +21.1% | +50.5% |
| 5Y | +90.1% | +67.5% | +22.6% | +46.6% |
| 10Y | +111.0% | +227.6% | -116.5% | +23.6% |
| All | +319.1% | +372.1% | -53.0% | +91.5% |
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