+14.6%
IALT vs VT
+8.4%
+6.2%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.1% | +1.6% | -1.1% |
| 7D | -4.2% | -4.2% | 0.0% | -2.8% |
| 30D | -4.7% | -5.8% | +1.1% | -2.8% |
| 3M | -0.2% | -5.2% | +5.0% | +1.5% |
| 6M | +2.5% | +0.1% | +2.4% | +2.8% |
| YTD | +13.7% | +8.2% | +5.5% | +11.6% |
| All | +14.6% | +8.4% | +6.2% | +12.7% |
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