-98.3%
ALTO price history and return analytics
+345.0%
-443.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -4.1% | +8.9% | +9.5% |
| 7D | +0.5% | -4.2% | +4.7% | +5.0% |
| 30D | -2.1% | -5.8% | +3.7% | +4.3% |
| 3M | -27.5% | -5.2% | -22.2% | -23.4% |
| 6M | -38.7% | +0.1% | -38.9% | -39.5% |
| YTD | +27.4% | +8.2% | +19.2% | +13.5% |
| 1Y | +216.4% | +10.1% | +206.3% | +176.4% |
| 3Y | -20.6% | +69.7% | -90.2% | -58.8% |
| 5Y | -35.2% | +53.4% | -88.5% | -60.7% |
| 10Y | -49.4% | +219.2% | -268.6% | -86.3% |
| All | -98.3% | +345.0% | -443.2% | -99.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling