-80.4%
ALT vs VT
+59.7%
-140.1%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.7% | +2.2% | +1.4% |
| 7D | +1.0% | -0.3% | +1.3% | +1.5% |
| 30D | -20.6% | -1.4% | -19.2% | -18.7% |
| 3M | -30.9% | -1.4% | -29.6% | -29.2% |
| 6M | -29.8% | +5.5% | -35.3% | -34.9% |
| YTD | -41.3% | +12.8% | -54.1% | -50.4% |
| 1Y | -43.6% | +15.4% | -59.0% | -54.1% |
| 3Y | -22.6% | +76.9% | -99.5% | -64.8% |
| All | -80.4% | +59.7% | -140.1% | -89.9% |
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