-61.3%
ALTG vs VT
+57.4%
-118.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.7% | -2.3% |
| 7D | -18.8% | +0.4% | -19.2% | -18.8% |
| 30D | -4.7% | -2.6% | -2.1% | +0.2% |
| 3M | -19.5% | -3.2% | -16.2% | -14.2% |
| 6M | -16.6% | +0.9% | -17.5% | -16.2% |
| YTD | +31.3% | +11.3% | +20.0% | +15.0% |
| 1Y | +14.8% | +14.0% | +0.8% | -2.8% |
| 3Y | -43.2% | +75.8% | -119.1% | -72.1% |
| 5Y | -61.3% | +57.8% | -119.1% | -78.5% |
| All | -61.3% | +57.4% | -118.6% | -78.5% |
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