-43.8%
ALTO price history and return analytics
+215.5%
-259.3%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.6% |
| 7D | +2.5% | -2.3% | +4.8% | +4.7% |
| 30D | +2.5% | -5.0% | +7.4% | +8.0% |
| 3M | -17.3% | -4.9% | -12.4% | -13.1% |
| 6M | -32.7% | -1.5% | -31.2% | -32.2% |
| YTD | +29.9% | +8.5% | +21.4% | +15.4% |
| 1Y | +163.4% | +11.4% | +152.0% | +127.4% |
| 3Y | -24.0% | +70.1% | -94.1% | -61.4% |
| 5Y | -33.9% | +53.7% | -87.7% | -61.1% |
| All | -43.8% | +215.5% | -259.3% | -83.3% |
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