+26.6%
ALTY vs VT
+60.6%
-34.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.5% | +0.3% |
| 7D | +0.8% | -0.3% | +1.1% | +0.9% |
| 30D | +1.4% | -1.4% | +2.9% | +2.1% |
| 3M | -2.4% | -1.4% | -1.0% | -1.8% |
| 6M | -0.5% | +5.5% | -6.0% | -3.4% |
| YTD | +5.3% | +12.8% | -7.5% | -1.4% |
| 1Y | +7.7% | +15.4% | -7.7% | -0.5% |
| 3Y | +37.6% | +76.9% | -39.3% | +0.1% |
| 5Y | +26.6% | +60.4% | -33.8% | -4.3% |
| All | +26.6% | +60.6% | -34.0% | -4.3% |
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