-41.0%
ALTG price history and return analytics
+140.3%
-181.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.3% | -5.7% | -5.6% |
| 7D | -10.3% | +2.4% | -12.6% | -12.8% |
| 30D | -12.6% | -1.5% | -11.1% | -10.1% |
| 3M | -25.6% | -4.1% | -21.5% | -20.4% |
| 6M | -18.3% | +0.6% | -18.8% | -17.2% |
| YTD | +15.7% | +11.0% | +4.6% | +4.5% |
| 1Y | +9.5% | +13.3% | -3.9% | -3.3% |
| 3Y | -48.6% | +73.4% | -122.0% | -71.2% |
| 5Y | -66.3% | +57.4% | -123.7% | -79.0% |
| All | -41.0% | +140.3% | -181.3% | -73.6% |
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