-36.4%
ALTG price history and return analytics
+144.7%
-181.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.7% | -2.4% |
| 7D | 0.0% | -2.0% | +2.0% | +2.7% |
| 30D | -24.8% | -1.4% | -23.4% | -23.4% |
| 3M | -10.7% | +4.7% | -15.5% | -15.5% |
| 6M | -12.1% | +11.4% | -23.5% | -22.3% |
| YTD | +24.6% | +13.1% | +11.5% | +8.6% |
| 1Y | -25.3% | +19.0% | -44.3% | -38.8% |
| 3Y | -54.8% | +73.9% | -128.7% | -75.1% |
| 5Y | -52.0% | +65.4% | -117.4% | -72.1% |
| All | -36.4% | +144.7% | -181.2% | -72.6% |
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