-51.0%
ALTO vs VT
+226.2%
-277.3%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | -4.6% | -1.6% | -3.0% | -2.9% |
| 30D | -5.8% | -2.5% | -3.3% | -3.1% |
| 3M | -27.0% | -1.3% | -25.7% | -25.9% |
| 6M | -34.6% | +3.1% | -37.7% | -37.2% |
| YTD | +23.3% | +10.9% | +12.3% | +7.4% |
| 1Y | +241.3% | +12.1% | +229.3% | +193.9% |
| 3Y | -23.2% | +73.9% | -97.1% | -61.6% |
| 5Y | -36.8% | +58.0% | -94.8% | -63.6% |
| All | -51.0% | +226.2% | -277.3% | -81.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling