-83.8%
ALTI vs VT
+69.8%
-153.6%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.3% | -5.7% | -5.8% |
| 7D | -32.5% | +2.4% | -34.8% | -33.4% |
| 30D | -31.7% | -1.5% | -30.2% | -31.0% |
| 3M | -62.3% | -4.1% | -58.2% | -61.3% |
| 6M | -51.5% | +0.6% | -52.1% | -51.8% |
| YTD | -65.9% | +11.0% | -77.0% | -68.1% |
| 1Y | -59.3% | +13.3% | -72.6% | -62.3% |
| 3Y | -80.2% | +73.4% | -153.5% | -84.9% |
| 5Y | -84.1% | +57.4% | -141.6% | -88.0% |
| All | -83.8% | +69.8% | -153.6% | -87.8% |
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 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