+319.1%
ALOT vs VT
+371.7%
-52.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +99.7% | +6.1% | +93.5% | +96.3% |
| 7D | +99.7% | +6.1% | +93.5% | +96.3% |
| 30D | +99.7% | +6.1% | +93.5% | +96.3% |
| 3M | +99.7% | +6.1% | +93.5% | +96.3% |
| 6M | +216.8% | +9.1% | +207.8% | +207.6% |
| YTD | +235.1% | +14.7% | +220.4% | +218.0% |
| 1Y | +166.5% | +22.2% | +144.2% | +145.1% |
| 3Y | +93.5% | +78.1% | +15.4% | +48.6% |
| 5Y | +88.9% | +69.1% | +19.7% | +46.8% |
| 10Y | +111.0% | +227.3% | -116.2% | +25.3% |
| All | +319.1% | +371.7% | -52.6% | +94.0% |
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