-98.4%
ALT price history and return analytics
+173.3%
-271.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.2% | +5.4% | +5.4% |
| 7D | +2.0% | -2.3% | +4.3% | +4.3% |
| 30D | -21.8% | -5.0% | -16.8% | -18.0% |
| 3M | -30.9% | -4.9% | -26.0% | -27.5% |
| 6M | -36.2% | -1.5% | -34.7% | -34.9% |
| YTD | -42.4% | +8.5% | -50.9% | -45.5% |
| 1Y | -47.2% | +11.4% | -58.6% | -51.1% |
| 3Y | -22.1% | +70.1% | -92.2% | -46.2% |
| 5Y | -80.8% | +53.7% | -134.5% | -86.2% |
| All | -98.4% | +173.3% | -271.7% | -99.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling