-50.4%
ALTG price history and return analytics
+65.7%
-116.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.0% |
| 7D | +0.5% | -0.1% | +0.6% | +0.7% |
| 30D | -18.2% | -0.7% | -17.5% | -17.3% |
| 3M | -8.2% | +4.0% | -12.2% | -13.3% |
| 6M | -10.7% | +12.3% | -23.0% | -24.1% |
| YTD | +29.1% | +14.0% | +15.1% | +7.8% |
| 1Y | -23.9% | +20.3% | -44.2% | -41.2% |
| 3Y | -53.1% | +75.4% | -128.6% | -77.1% |
| 5Y | -50.4% | +66.0% | -116.4% | -74.4% |
| All | -50.4% | +65.7% | -116.1% | -74.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling