-66.6%
ALTI price history and return analytics
+72.9%
-139.6%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.8% |
| 7D | -15.4% | -2.0% | -13.4% | -14.4% |
| 30D | -20.1% | -1.4% | -18.7% | -19.5% |
| 3M | +15.7% | +4.7% | +10.9% | +12.1% |
| 6M | -23.0% | +11.4% | -34.3% | -28.2% |
| YTD | -30.0% | +13.1% | -43.0% | -35.2% |
| 1Y | -17.3% | +19.0% | -36.3% | -25.7% |
| 3Y | -56.7% | +73.9% | -130.6% | -67.3% |
| 5Y | -66.5% | +65.4% | -131.9% | -75.0% |
| All | -66.6% | +72.9% | -139.6% | -75.3% |
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 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