-38.7%
ALTO price history and return analytics
+221.4%
-260.1%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +2.3% |
| 7D | +2.2% | +1.0% | +1.2% | +1.0% |
| 30D | -6.4% | -0.2% | -6.1% | -6.2% |
| 3M | -27.0% | +4.5% | -31.5% | -30.9% |
| 6M | -6.4% | +14.1% | -20.4% | -20.1% |
| YTD | +42.7% | +14.8% | +27.9% | +19.8% |
| 1Y | +260.5% | +21.2% | +239.3% | +182.9% |
| 3Y | +10.2% | +76.6% | -66.4% | -45.7% |
| 5Y | -11.2% | +66.6% | -77.8% | -51.8% |
| 10Y | -38.7% | +222.3% | -260.9% | -80.5% |
| All | -38.7% | +221.4% | -260.1% | -80.5% |
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