+452.7%
ALSN vs VT
+224.5%
+228.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | +3.9% | +0.4% | +3.4% | +3.5% |
| 30D | +11.3% | +1.0% | +10.4% | +10.4% |
| 3M | +11.1% | +2.4% | +8.7% | +8.7% |
| 6M | +4.1% | +12.0% | -7.9% | -6.0% |
| YTD | +35.0% | +15.3% | +19.7% | +18.7% |
| 1Y | +48.6% | +22.6% | +26.1% | +23.5% |
| 3Y | +122.9% | +74.7% | +48.2% | +36.7% |
| 5Y | +270.2% | +66.1% | +204.1% | +135.0% |
| All | +452.7% | +224.5% | +228.2% | +90.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling