-16.6%
ALVO vs VT
+11.9%
-28.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.6% | -4.5% | -4.6% |
| 7D | +2.6% | +2.9% | -0.2% | +0.3% |
| 30D | -13.2% | -2.5% | -10.7% | -11.2% |
| 3M | +16.5% | -3.3% | +19.8% | +19.7% |
| 6M | +31.5% | +1.5% | +30.0% | +29.3% |
| YTD | -9.0% | +11.4% | -20.3% | -20.3% |
| 1Y | -16.6% | +11.9% | -28.5% | -27.2% |
| All | -16.6% | +11.9% | -28.5% | -27.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling