+225.6%
ALOY vs VT
+69.4%
+156.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.0% | -4.1% | -7.9% | -5.5% |
| 7D | -18.3% | -4.2% | -14.1% | -11.9% |
| 30D | -27.8% | -5.8% | -22.0% | -20.1% |
| 3M | -39.6% | -5.2% | -34.3% | -33.1% |
| 6M | -37.9% | +0.1% | -38.0% | -35.3% |
| YTD | -27.6% | +8.2% | -35.8% | -30.4% |
| 1Y | -21.1% | +10.1% | -31.3% | -25.2% |
| All | +225.6% | +69.4% | +156.2% | +257.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling