-77.0%
ALTI vs VT
+57.5%
-134.6%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -0.5% | -7.6% | -7.8% |
| 7D | -8.1% | -0.1% | -8.0% | -7.7% |
| 30D | -13.0% | -3.1% | -10.0% | -11.1% |
| 3M | -47.2% | -3.5% | -43.7% | -45.9% |
| 6M | -41.3% | +0.5% | -41.8% | -41.7% |
| YTD | -51.1% | +10.8% | -61.9% | -54.3% |
| 1Y | -46.8% | +11.9% | -58.7% | -50.6% |
| 3Y | -71.8% | +73.0% | -144.7% | -78.9% |
| 5Y | -77.0% | +58.6% | -135.6% | -83.0% |
| All | -77.0% | +57.5% | -134.6% | -83.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling