-100.0%
ALZN vs VT
+61.8%
-161.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | +0.2% | -9.3% | -9.3% |
| 7D | +16.5% | -2.3% | +18.8% | +19.8% |
| 30D | +2.9% | -5.0% | +7.9% | +9.7% |
| 3M | +2.2% | -4.9% | +7.1% | +8.6% |
| 6M | +28.2% | -1.5% | +29.7% | +29.8% |
| YTD | -22.5% | +8.5% | -31.0% | -29.9% |
| 1Y | -44.0% | +11.4% | -55.4% | -51.0% |
| 3Y | -99.1% | +70.1% | -169.2% | -99.6% |
| 5Y | -100.0% | +53.7% | -153.7% | -100.0% |
| All | -100.0% | +61.8% | -161.8% | -100.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling