-56.0%
ALVO vs VT
+102.4%
-158.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | 0.0% |
| 7D | +5.4% | -0.7% | +6.1% | +5.8% |
| 30D | -10.5% | -1.7% | -8.8% | -9.4% |
| 3M | +29.5% | -2.3% | +31.8% | +31.6% |
| 6M | +37.0% | +1.5% | +35.5% | +35.4% |
| YTD | -4.1% | +12.0% | -16.1% | -11.5% |
| 1Y | -11.8% | +12.9% | -24.7% | -18.9% |
| 3Y | -45.4% | +74.9% | -120.3% | -61.1% |
| All | -56.0% | +102.4% | -158.4% | -70.1% |
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 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