+50.0%
VG vs ALB
+6.8%
+43.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | +0.1% |
| 7D | -22.0% | +9.1% | -31.1% | -22.1% |
| 30D | -11.6% | -3.4% | -8.2% | -11.4% |
| 3M | -14.9% | -20.6% | +5.7% | -14.1% |
| 6M | -3.5% | -48.2% | +44.6% | -1.5% |
| YTD | +70.0% | -29.2% | +99.2% | +60.5% |
| 1Y | +50.0% | +10.0% | +40.0% | +13.9% |
| All | +50.0% | +6.8% | +43.2% | +13.9% |
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