+30.3%
ALRM vs VT
+76.6%
-46.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.7% | +2.1% | +2.3% |
| 7D | +4.7% | -0.3% | +5.0% | +5.0% |
| 30D | +20.8% | -1.4% | +22.3% | +22.3% |
| 3M | +21.6% | -1.4% | +23.0% | +23.0% |
| 6M | +43.9% | +5.5% | +38.4% | +35.1% |
| YTD | +33.2% | +12.8% | +20.4% | +16.1% |
| 1Y | +40.1% | +15.4% | +24.7% | +18.9% |
| All | +30.3% | +76.6% | -46.2% | -47.0% |
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 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