-39.1%
ALTG price history and return analytics
+142.5%
-181.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +1.1% | +9.3% | +9.0% |
| 7D | -20.3% | -0.7% | -19.6% | -18.8% |
| 30D | -12.6% | -1.7% | -10.8% | -9.6% |
| 3M | -28.0% | -2.3% | -25.6% | -24.8% |
| 6M | -14.6% | +1.5% | -16.1% | -14.5% |
| YTD | +19.3% | +12.0% | +7.3% | +6.6% |
| 1Y | +13.9% | +12.9% | +1.0% | +1.1% |
| 3Y | -50.1% | +74.9% | -125.1% | -72.4% |
| 5Y | -62.9% | +59.9% | -122.8% | -77.3% |
| All | -39.1% | +142.5% | -181.6% | -73.1% |
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