-34.2%
ALTG vs VT
+134.8%
-169.0%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.3% |
| 7D | -19.6% | -2.3% | -17.3% | -16.7% |
| 30D | -8.5% | -5.0% | -3.5% | -1.4% |
| 3M | -19.5% | -4.9% | -14.7% | -13.2% |
| 6M | -28.6% | -1.5% | -27.0% | -25.9% |
| YTD | +28.9% | +8.5% | +20.4% | +19.8% |
| 1Y | +0.7% | +11.4% | -10.7% | -9.3% |
| 3Y | -35.6% | +70.1% | -105.7% | -63.1% |
| 5Y | -61.2% | +53.7% | -115.0% | -75.1% |
| All | -34.2% | +134.8% | -169.0% | -69.7% |
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