-35.5%
ALTO price history and return analytics
+224.4%
-259.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -1.3% |
| 7D | +9.7% | -0.7% | +10.4% | +10.1% |
| 30D | +4.9% | -1.7% | +6.7% | +6.5% |
| 3M | -7.9% | -2.3% | -5.6% | -6.1% |
| 6M | -21.6% | +1.5% | -23.2% | -23.8% |
| YTD | +33.3% | +12.0% | +21.3% | +14.3% |
| 1Y | +115.7% | +12.9% | +102.9% | +83.4% |
| 3Y | +83.7% | +74.9% | +8.8% | -9.7% |
| 5Y | -35.9% | +59.9% | -95.8% | -63.9% |
| 10Y | -35.5% | +224.6% | -260.1% | -78.9% |
| All | -35.5% | +224.4% | -259.8% | -78.9% |
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