-37.2%
ALTG vs VT
+69.4%
-106.6%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.1% | -4.1% | -12.0% | -8.2% |
| 7D | -23.9% | -4.2% | -19.8% | -16.8% |
| 30D | -14.2% | -5.8% | -8.4% | -2.7% |
| 3M | -22.7% | -5.2% | -17.5% | -13.1% |
| 6M | -28.2% | +0.1% | -28.3% | -26.9% |
| YTD | +25.7% | +8.2% | +17.4% | +12.2% |
| 1Y | -4.8% | +10.1% | -14.9% | -17.5% |
| All | -37.2% | +69.4% | -106.6% | -71.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling