+86.3%
ALTY price history and return analytics
+208.8%
-122.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.1% | +1.8% | +0.3% |
| 7D | -1.9% | -4.2% | +2.3% | +0.8% |
| 30D | -1.2% | -5.8% | +4.6% | +2.6% |
| 3M | -4.4% | -5.2% | +0.9% | -1.1% |
| 6M | -3.0% | +0.1% | -3.1% | -3.5% |
| YTD | +2.9% | +8.2% | -5.3% | -2.8% |
| 1Y | +4.8% | +10.1% | -5.3% | -2.3% |
| 3Y | +34.5% | +69.7% | -35.2% | -7.0% |
| 5Y | +23.1% | +53.4% | -30.3% | -9.6% |
| 10Y | +73.4% | +219.2% | -145.8% | -18.8% |
| All | +86.3% | +208.8% | -122.5% | -22.0% |
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