-62.2%
ALTG vs VT
+53.2%
-115.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.1% | -4.1% | -12.0% | -9.6% |
| 7D | -23.9% | -4.2% | -19.8% | -18.1% |
| 30D | -14.2% | -5.8% | -8.4% | -4.8% |
| 3M | -22.7% | -5.2% | -17.5% | -14.8% |
| 6M | -28.2% | +0.1% | -28.3% | -26.9% |
| YTD | +25.7% | +8.2% | +17.4% | +15.1% |
| 1Y | -4.8% | +10.1% | -14.9% | -14.9% |
| 3Y | -41.1% | +69.7% | -110.8% | -69.5% |
| 5Y | -62.2% | +53.4% | -115.6% | -77.8% |
| All | -62.2% | +53.2% | -115.4% | -77.8% |
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