+68.5%
VG vs ALB
-15.8%
+84.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.9% |
| 7D | +14.0% | -5.8% | +19.7% | +13.8% |
| 30D | -1.0% | -4.5% | +3.6% | -1.0% |
| 3M | -2.7% | -28.1% | +25.4% | -2.5% |
| 6M | +1.5% | -53.2% | +54.7% | +1.7% |
| YTD | +93.7% | -33.3% | +127.0% | +88.4% |
| 1Y | +68.5% | -17.4% | +86.0% | +59.1% |
| All | +68.5% | -15.8% | +84.3% | +59.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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