+68.8%
ALTY vs VT
+224.5%
-155.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -0.2% | +0.4% | -0.6% | -0.5% |
| 30D | +0.4% | +1.0% | -0.6% | -0.3% |
| 3M | +1.4% | +2.4% | -0.9% | -0.4% |
| 6M | +2.6% | +12.0% | -9.4% | -5.4% |
| YTD | +8.1% | +15.3% | -7.3% | -2.5% |
| 1Y | +12.9% | +22.6% | -9.7% | -2.6% |
| 3Y | +40.3% | +74.7% | -34.3% | -6.9% |
| 5Y | +29.6% | +66.1% | -36.6% | -11.6% |
| All | +68.8% | +224.5% | -155.7% | -31.8% |
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