+106.3%
ALTL price history and return analytics
+146.2%
-39.9%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -0.5% | +0.4% | -0.9% | -0.9% |
| 30D | -1.9% | +1.0% | -2.9% | -2.9% |
| 3M | -7.2% | +2.4% | -9.6% | -8.9% |
| 6M | +0.4% | +12.0% | -11.6% | -9.1% |
| YTD | +8.3% | +15.3% | -7.1% | -4.7% |
| 1Y | +15.7% | +22.6% | -6.9% | -3.4% |
| 3Y | +27.9% | +74.7% | -46.7% | -24.0% |
| 5Y | +12.3% | +66.1% | -53.8% | -29.5% |
| All | +106.3% | +146.2% | -39.9% | -20.5% |
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