-35.9%
ALTG vs VT
+134.3%
-170.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.1% | -4.1% | -12.0% | -10.8% |
| 7D | -23.9% | -4.2% | -19.8% | -19.1% |
| 30D | -14.2% | -5.8% | -8.4% | -6.5% |
| 3M | -22.7% | -5.2% | -17.5% | -16.2% |
| 6M | -28.2% | +0.1% | -28.3% | -27.0% |
| YTD | +25.7% | +8.2% | +17.4% | +17.1% |
| 1Y | -4.8% | +10.1% | -14.9% | -13.0% |
| 3Y | -41.1% | +69.7% | -110.8% | -66.2% |
| 5Y | -62.2% | +53.4% | -115.6% | -75.7% |
| All | -35.9% | +134.3% | -170.2% | -70.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling