+72.7%
ALTL vs VT
+131.1%
-58.3%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.1% | +2.9% | +2.6% |
| 7D | -6.4% | -4.2% | -2.3% | -2.7% |
| 30D | -13.8% | -5.8% | -8.0% | -8.8% |
| 3M | -17.9% | -5.2% | -12.7% | -13.7% |
| 6M | -14.3% | +0.1% | -14.4% | -13.9% |
| YTD | -9.4% | +8.2% | -17.6% | -15.3% |
| 1Y | -10.9% | +10.1% | -21.0% | -18.0% |
| 3Y | +24.6% | +69.7% | -45.0% | -24.1% |
| 5Y | -8.1% | +53.4% | -61.5% | -37.7% |
| All | +72.7% | +131.1% | -58.3% | -29.4% |
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