-40.1%
ALTI vs VT
+10.5%
-50.6%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.9% |
| 7D | -8.6% | -2.3% | -6.3% | -6.5% |
| 30D | -15.2% | -5.0% | -10.3% | -11.7% |
| 3M | -46.1% | -4.9% | -41.2% | -43.9% |
| 6M | -37.8% | -1.5% | -36.2% | -37.7% |
| YTD | -49.6% | +8.5% | -58.1% | -55.4% |
| 1Y | -40.1% | +11.4% | -51.5% | -48.8% |
| All | -40.1% | +10.5% | -50.6% | -48.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling