+464.3%
ALRS vs VT
+374.2%
+90.1%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +2.0% | +0.4% | +1.6% | +1.9% |
| 30D | +0.1% | +1.0% | -0.9% | -0.2% |
| 3M | +18.5% | +2.4% | +16.2% | +17.8% |
| 6M | +38.2% | +12.0% | +26.2% | +34.4% |
| YTD | +52.5% | +15.3% | +37.1% | +47.3% |
| 1Y | +53.4% | +22.6% | +30.9% | +46.2% |
| 3Y | +87.8% | +74.7% | +13.1% | +66.8% |
| 5Y | +40.7% | +66.1% | -25.4% | +25.2% |
| 10Y | +161.8% | +225.0% | -63.2% | +125.8% |
| All | +464.3% | +374.2% | +90.1% | +393.3% |
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