+75.1%
VTI vs ALC
-17.1%
+92.2%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.2% |
| 7D | -0.4% | -5.3% | +4.9% | +1.5% |
| 30D | -1.6% | -7.1% | +5.5% | +0.8% |
| 3M | +3.6% | +0.8% | +2.8% | +2.9% |
| 6M | +13.0% | -16.0% | +29.0% | +19.2% |
| YTD | +12.7% | -12.7% | +25.4% | +16.9% |
| 1Y | +18.4% | -12.8% | +31.2% | +22.5% |
| 3Y | +76.4% | -15.8% | +92.3% | +80.8% |
| All | +75.1% | -17.1% | +92.2% | +75.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling