-98.5%
ALT price history and return analytics
+179.1%
-277.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -0.5% | -8.0% | -8.1% |
| 7D | -4.9% | -0.1% | -4.8% | -4.6% |
| 30D | -25.7% | -3.1% | -22.6% | -23.4% |
| 3M | -36.4% | -3.5% | -32.9% | -34.1% |
| 6M | -37.2% | +0.5% | -37.7% | -37.1% |
| YTD | -46.3% | +10.8% | -57.0% | -50.1% |
| 1Y | -54.5% | +11.9% | -66.4% | -58.1% |
| 3Y | -22.4% | +73.0% | -95.4% | -47.2% |
| 5Y | -82.2% | +58.6% | -140.8% | -87.5% |
| All | -98.5% | +179.1% | -277.6% | -99.4% |
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