-40.8%
ALTO price history and return analytics
+223.7%
-264.5%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.6% | -0.5% | -0.8% |
| 7D | +9.1% | +0.4% | +8.8% | +8.2% |
| 30D | +2.4% | -2.6% | +5.0% | +5.0% |
| 3M | -13.0% | -3.2% | -9.7% | -10.3% |
| 6M | -14.3% | +0.9% | -15.3% | -16.2% |
| YTD | +32.6% | +11.3% | +21.3% | +14.5% |
| 1Y | +176.8% | +14.0% | +162.8% | +132.9% |
| 3Y | +82.8% | +75.8% | +6.9% | -10.9% |
| 5Y | -33.3% | +57.8% | -91.2% | -61.9% |
| 10Y | -40.8% | +219.8% | -260.6% | -82.5% |
| All | -40.8% | +223.7% | -264.5% | -82.5% |
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 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