-78.9%
ALT vs VT
+66.2%
-145.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | 0.0% | +5.9% | +5.9% |
| 7D | +10.0% | +0.4% | +9.5% | +9.2% |
| 30D | +12.9% | +1.0% | +11.9% | +11.3% |
| 3M | +17.1% | +2.4% | +14.7% | +13.1% |
| 6M | -19.9% | +12.0% | -31.9% | -31.9% |
| YTD | -5.3% | +15.3% | -20.6% | -22.9% |
| 1Y | -3.9% | +22.6% | -26.5% | -28.9% |
| 3Y | +29.1% | +74.7% | -45.6% | -41.3% |
| All | -78.9% | +66.2% | -145.1% | -89.5% |
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