-93.3%
ALXO vs VT
+131.5%
-224.9%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | +0.2% |
| 7D | +1.0% | +1.0% | 0.0% | -0.5% |
| 30D | -4.8% | -0.2% | -4.5% | -4.5% |
| 3M | +27.4% | +4.5% | +22.8% | +18.7% |
| 6M | -9.5% | +14.1% | -23.6% | -25.9% |
| YTD | +77.0% | +14.8% | +62.2% | +42.5% |
| 1Y | +80.2% | +21.2% | +59.0% | +34.5% |
| 3Y | -59.3% | +76.6% | -135.9% | -82.5% |
| 5Y | -97.3% | +66.6% | -163.9% | -98.7% |
| All | -93.3% | +131.5% | -224.9% | -97.1% |
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