-75.6%
ALTI vs VT
+65.5%
-141.1%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -4.1% | -4.7% | -6.3% |
| 7D | -7.0% | -4.2% | -2.9% | -4.4% |
| 30D | -17.4% | -5.8% | -11.6% | -14.2% |
| 3M | -48.5% | -5.2% | -43.2% | -46.7% |
| 6M | -34.1% | +0.1% | -34.2% | -34.4% |
| YTD | -48.7% | +8.2% | -56.9% | -51.2% |
| 1Y | -40.5% | +10.1% | -50.6% | -43.9% |
| 3Y | -66.3% | +69.7% | -136.0% | -74.0% |
| 5Y | -76.0% | +53.4% | -129.3% | -81.5% |
| All | -75.6% | +65.5% | -141.1% | -81.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling