-40.6%
ALTO price history and return analytics
+222.7%
-263.3%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.8% | -2.7% |
| 7D | +1.1% | +2.9% | -1.8% | -2.1% |
| 30D | -1.6% | -2.5% | +0.9% | +0.8% |
| 3M | -8.6% | -3.3% | -5.3% | -5.7% |
| 6M | -19.7% | +1.5% | -21.2% | -22.0% |
| YTD | +28.8% | +11.4% | +17.5% | +11.2% |
| 1Y | +94.2% | +11.9% | +82.3% | +66.7% |
| 3Y | +77.5% | +73.9% | +3.6% | -12.1% |
| 5Y | -35.3% | +57.9% | -93.1% | -63.0% |
| All | -40.6% | +222.7% | -263.3% | -80.0% |
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