-98.8%
ALT price history and return analytics
+179.7%
-278.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +2.4% |
| 7D | -20.9% | +2.4% | -23.3% | -22.4% |
| 30D | -28.8% | -1.5% | -27.3% | -27.6% |
| 3M | -42.9% | -4.1% | -38.8% | -40.4% |
| 6M | -45.5% | +0.6% | -46.1% | -45.4% |
| YTD | -54.4% | +11.0% | -65.5% | -57.7% |
| 1Y | -59.5% | +13.3% | -72.8% | -63.1% |
| 3Y | -32.6% | +73.4% | -106.0% | -54.2% |
| 5Y | -85.2% | +57.4% | -142.6% | -89.6% |
| All | -98.8% | +179.7% | -278.5% | -99.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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