+74.5%
ALTY price history and return analytics
+217.6%
-143.1%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.3% |
| 7D | -0.1% | -0.1% | 0.0% | -0.1% |
| 30D | -0.1% | -3.1% | +3.0% | +2.0% |
| 3M | -3.3% | -3.5% | +0.2% | -1.1% |
| 6M | -2.3% | +0.5% | -2.7% | -3.0% |
| YTD | +4.0% | +10.8% | -6.8% | -3.8% |
| 1Y | +5.2% | +11.9% | -6.7% | -3.4% |
| 3Y | +37.7% | +73.0% | -35.3% | -8.3% |
| 5Y | +25.5% | +58.6% | -33.2% | -11.7% |
| 10Y | +74.5% | +219.2% | -144.7% | -28.7% |
| All | +74.5% | +217.6% | -143.1% | -28.7% |
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 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