-65.5%
ALTG vs VT
+57.0%
-122.5%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.3% | -5.7% | -5.5% |
| 7D | -10.3% | +2.4% | -12.6% | -13.3% |
| 30D | -12.6% | -1.5% | -11.1% | -9.6% |
| 3M | -25.6% | -4.1% | -21.5% | -19.3% |
| 6M | -18.3% | +0.6% | -18.8% | -17.1% |
| YTD | +15.7% | +11.0% | +4.6% | +2.0% |
| 1Y | +9.5% | +13.3% | -3.9% | -6.1% |
| 3Y | -48.6% | +73.4% | -122.0% | -74.1% |
| All | -65.5% | +57.0% | -122.5% | -80.9% |
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