+297.1%
ALRM vs VT
+204.6%
+92.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.1% | +2.7% | +2.8% |
| 7D | +0.7% | -4.2% | +4.9% | +5.1% |
| 30D | +19.5% | -5.8% | +25.3% | +26.7% |
| 3M | +18.3% | -5.2% | +23.5% | +24.6% |
| 6M | +43.7% | +0.1% | +43.6% | +41.7% |
| YTD | +31.4% | +8.2% | +23.1% | +19.0% |
| 1Y | +40.6% | +10.1% | +30.4% | +25.0% |
| 3Y | +28.1% | +69.7% | -41.6% | -27.6% |
| 5Y | -25.1% | +53.4% | -78.5% | -52.7% |
| 10Y | +133.3% | +219.2% | -85.9% | -29.2% |
| All | +297.1% | +204.6% | +92.5% | +27.3% |
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