+367.1%
VT vs ALB
+185.9%
+181.2%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.3% | -3.6% | +0.2% |
| 7D | -0.3% | -2.1% | +1.7% | +0.2% |
| 30D | -1.4% | -9.0% | +7.6% | +1.1% |
| 3M | -1.4% | -21.1% | +19.7% | +4.7% |
| 6M | +5.5% | -49.9% | +55.4% | +26.5% |
| YTD | +12.8% | -32.3% | +45.1% | +21.0% |
| 1Y | +15.4% | +8.6% | +6.8% | +6.7% |
| 3Y | +76.9% | -22.2% | +99.1% | +61.5% |
| 5Y | +60.4% | -63.0% | +123.4% | +75.5% |
| 10Y | +232.8% | +29.9% | +202.8% | +86.6% |
| All | +367.1% | +185.9% | +181.2% | +28.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling