+255.0%
ALSN vs VT
+53.2%
+201.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.1% | +0.7% | +0.4% |
| 7D | +5.9% | -4.2% | +10.1% | +10.1% |
| 30D | +1.5% | -5.8% | +7.3% | +7.3% |
| 3M | -1.2% | -5.2% | +4.0% | +3.9% |
| 6M | -8.1% | +0.1% | -8.3% | -8.1% |
| YTD | +19.8% | +8.2% | +11.6% | +11.6% |
| 1Y | +45.7% | +10.1% | +35.6% | +33.7% |
| 3Y | +130.1% | +69.7% | +60.4% | +49.2% |
| 5Y | +255.0% | +53.4% | +201.6% | +132.3% |
| All | +255.0% | +53.2% | +201.8% | +132.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling