+75.4%
ALTY price history and return analytics
+224.4%
-148.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | -0.3% |
| 7D | -0.8% | -0.7% | -0.1% | -0.4% |
| 30D | +0.4% | -1.7% | +2.2% | +1.5% |
| 3M | -3.0% | -2.3% | -0.7% | -1.6% |
| 6M | -1.8% | +1.5% | -3.3% | -3.2% |
| YTD | +4.5% | +12.0% | -7.6% | -4.0% |
| 1Y | +5.4% | +12.9% | -7.5% | -3.7% |
| 3Y | +38.4% | +74.9% | -36.6% | -8.6% |
| 5Y | +25.5% | +59.9% | -34.4% | -12.1% |
| 10Y | +75.4% | +224.6% | -149.2% | -29.4% |
| All | +75.4% | +224.4% | -148.9% | -29.4% |
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