+20.0%
VTI vs ALC
-10.2%
+30.2%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | -0.1% |
| 7D | +0.1% | -2.1% | +2.2% | +0.3% |
| 30D | 0.0% | -0.1% | +0.1% | 0.0% |
| 3M | +2.0% | +5.9% | -3.9% | +1.1% |
| 6M | +13.0% | -15.9% | +28.9% | +16.3% |
| YTD | +13.9% | -10.1% | +24.0% | +15.9% |
| 1Y | +20.0% | -10.2% | +30.2% | +22.0% |
| All | +20.0% | -10.2% | +30.2% | +22.0% |
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