-17.7%
ALTO vs VT
+66.2%
-83.9%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.3% | +0.3% |
| 7D | -0.7% | +0.4% | -1.2% | -1.3% |
| 30D | -20.2% | +1.0% | -21.1% | -21.1% |
| 3M | -26.8% | +2.4% | -29.2% | -29.2% |
| 6M | +55.4% | +12.0% | +43.4% | +33.5% |
| YTD | +40.3% | +15.3% | +24.9% | +15.4% |
| 1Y | +251.3% | +22.6% | +228.7% | +165.3% |
| 3Y | +9.8% | +74.7% | -64.9% | -51.7% |
| All | -17.7% | +66.2% | -83.9% | -58.1% |
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