-51.7%
ALTO vs VT
+231.8%
-283.5%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.1% | -3.3% |
| 7D | -4.4% | -0.3% | -4.1% | -4.1% |
| 30D | -7.7% | -1.4% | -6.2% | -6.2% |
| 3M | -33.8% | -1.4% | -32.4% | -32.9% |
| 6M | -36.0% | +5.5% | -41.5% | -40.1% |
| YTD | +21.5% | +12.8% | +8.7% | +3.9% |
| 1Y | +209.7% | +15.4% | +194.3% | +157.9% |
| 3Y | -24.2% | +76.9% | -101.1% | -62.9% |
| 5Y | -36.6% | +60.4% | -97.0% | -64.1% |
| 10Y | -51.7% | +232.8% | -284.5% | -81.6% |
| All | -51.7% | +231.8% | -283.5% | -81.6% |
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