-81.0%
ALT vs VT
+53.4%
-134.4%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.2% | +5.4% | +5.2% |
| 7D | +2.0% | -2.3% | +4.3% | +5.8% |
| 30D | -21.8% | -5.0% | -16.8% | -15.3% |
| 3M | -30.9% | -4.9% | -26.0% | -25.1% |
| 6M | -36.2% | -1.5% | -34.7% | -34.3% |
| YTD | -42.4% | +8.5% | -50.9% | -48.3% |
| 1Y | -47.2% | +11.4% | -58.6% | -54.5% |
| 3Y | -22.1% | +70.1% | -92.2% | -62.3% |
| All | -81.0% | +53.4% | -134.4% | -89.4% |
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