+74.9%
ALTY price history and return analytics
+223.7%
-148.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.6% | -1.2% | -0.3% |
| 7D | +0.3% | +0.4% | 0.0% | 0.0% |
| 30D | +0.6% | -2.6% | +3.2% | +2.3% |
| 3M | -3.0% | -3.2% | +0.3% | -0.9% |
| 6M | -1.7% | +0.9% | -2.6% | -2.7% |
| YTD | +4.6% | +11.3% | -6.7% | -3.5% |
| 1Y | +6.3% | +14.0% | -7.7% | -3.5% |
| 3Y | +39.2% | +75.8% | -36.6% | -8.4% |
| 5Y | +25.0% | +57.8% | -32.8% | -11.5% |
| 10Y | +74.9% | +219.8% | -144.9% | -28.7% |
| All | +74.9% | +223.7% | -148.8% | -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