-32.3%
ALTG vs VT
+149.7%
-182.0%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | 0.0% | +6.5% | +6.5% |
| 7D | +3.6% | +0.4% | +3.1% | +3.0% |
| 30D | -18.4% | +1.0% | -19.4% | -19.5% |
| 3M | -12.1% | +2.4% | -14.5% | -14.3% |
| 6M | -14.0% | +12.0% | -26.0% | -24.6% |
| YTD | +32.6% | +15.3% | +17.3% | +12.6% |
| 1Y | -26.1% | +22.6% | -48.6% | -41.6% |
| 3Y | -56.1% | +74.7% | -130.7% | -76.0% |
| 5Y | -49.9% | +66.1% | -116.1% | -71.2% |
| All | -32.3% | +149.7% | -182.0% | -71.6% |
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