-46.8%
ALTI vs VT
+12.5%
-59.3%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -0.5% | -7.6% | -7.7% |
| 7D | -8.1% | -0.1% | -8.0% | -7.6% |
| 30D | -13.0% | -3.1% | -10.0% | -10.9% |
| 3M | -47.2% | -3.5% | -43.7% | -45.8% |
| 6M | -41.3% | +0.5% | -41.8% | -42.2% |
| YTD | -51.1% | +10.8% | -61.9% | -57.1% |
| 1Y | -46.8% | +11.9% | -58.7% | -54.0% |
| All | -46.8% | +12.5% | -59.3% | -54.0% |
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 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