+185.1%
VTI vs ALC
+16.1%
+169.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +1.1% |
| 7D | -0.9% | -6.3% | +5.4% | +1.6% |
| 30D | -1.4% | -10.3% | +8.8% | +2.7% |
| 3M | +3.6% | -0.7% | +4.3% | +3.4% |
| 6M | +13.6% | -17.8% | +31.5% | +21.5% |
| YTD | +12.9% | -15.8% | +28.7% | +19.3% |
| 1Y | +17.2% | -16.7% | +33.9% | +24.0% |
| 3Y | +75.7% | -19.7% | +95.4% | +83.9% |
| 5Y | +75.4% | -19.8% | +95.2% | +80.0% |
| All | +185.1% | +16.1% | +169.0% | +132.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling