+24.5%
VEA vs ALC
-14.7%
+39.2%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +1.2% |
| 7D | -1.5% | -6.3% | +4.9% | -0.5% |
| 30D | -0.8% | -10.3% | +9.4% | +0.8% |
| 3M | +2.5% | -0.7% | +3.2% | +2.2% |
| 6M | +11.1% | -17.8% | +29.0% | +16.0% |
| YTD | +17.2% | -15.8% | +33.0% | +21.9% |
| 1Y | +24.5% | -16.7% | +41.2% | +29.6% |
| All | +24.5% | -14.7% | +39.2% | +29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 ALC 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