+302.6%
ALRM vs VT
+217.5%
+85.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.7% | +2.1% | +2.1% |
| 7D | +4.7% | -0.3% | +5.0% | +5.0% |
| 30D | +20.8% | -1.4% | +22.3% | +22.5% |
| 3M | +21.6% | -1.4% | +23.0% | +23.1% |
| 6M | +43.9% | +5.5% | +38.4% | +34.6% |
| YTD | +33.2% | +12.8% | +20.4% | +15.8% |
| 1Y | +40.1% | +15.4% | +24.7% | +18.9% |
| 3Y | +29.9% | +76.9% | -47.0% | -29.5% |
| 5Y | -20.9% | +60.4% | -81.3% | -52.2% |
| 10Y | +136.5% | +232.8% | -96.2% | -31.1% |
| All | +302.6% | +217.5% | +85.1% | +23.9% |
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