-74.7%
ALTI vs VT
+70.2%
-144.9%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.6% | +3.0% | +4.0% |
| 7D | -3.5% | +0.4% | -3.9% | -3.5% |
| 30D | -5.4% | -2.6% | -2.8% | -3.7% |
| 3M | -44.5% | -3.2% | -41.3% | -43.3% |
| 6M | -36.2% | +0.9% | -37.1% | -36.7% |
| YTD | -46.8% | +11.3% | -58.1% | -50.2% |
| 1Y | -39.2% | +14.0% | -53.2% | -43.9% |
| 3Y | -65.7% | +75.8% | -141.6% | -74.1% |
| 5Y | -75.2% | +57.8% | -133.0% | -81.2% |
| All | -74.7% | +70.2% | -144.9% | -81.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling