+479.3%
ALRS vs VT
+357.6%
+121.6%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.7% | +1.3% |
| 7D | -0.5% | +0.4% | -0.9% | -0.6% |
| 30D | +10.9% | -2.6% | +13.5% | +11.6% |
| 3M | +4.4% | -3.2% | +7.6% | +5.2% |
| 6M | +30.1% | +0.9% | +29.1% | +29.7% |
| YTD | +56.5% | +11.3% | +45.2% | +52.4% |
| 1Y | +69.4% | +14.0% | +55.4% | +64.0% |
| 3Y | +120.7% | +75.8% | +44.8% | +96.1% |
| 5Y | +14.8% | +57.8% | -43.1% | +3.1% |
| 10Y | +181.4% | +219.8% | -38.4% | +144.8% |
| All | +479.3% | +357.6% | +121.6% | +410.5% |
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