ALTI vs. VGT
ALTI (Alvarium Tiedemann Holdings Inc.) is a stock, while VGT (Vanguard Information Technology ETF) is Technology Equities fund tracking the MSCI USA IMI Information Technology 25/50 Index. Over the past 3 years, ALTI returned -21.93%/yr vs 28.84%/yr for VGT. At a 0.17 correlation, their price movements are largely independent.
Performance
ALTI vs. VGT - Performance Comparison
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Returns By Period
In the year-to-date period, ALTI achieves a -23.49% return, which is significantly lower than VGT's 21.11% return.
ALTI
- 1D
- 9.40%
- 1M
- 7.58%
- YTD
- -23.49%
- 6M
- -24.47%
- 1Y
- -14.66%
- 3Y*
- -21.93%
- 5Y*
- —
- 10Y*
- —
VGT
- 1D
- -1.39%
- 1M
- -5.84%
- YTD
- 21.11%
- 6M
- 19.00%
- 1Y
- 39.35%
- 3Y*
- 28.84%
- 5Y*
- 19.09%
- 10Y*
- 25.34%
ALTI vs. VGT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
ALTI Alvarium Tiedemann Holdings Inc. | -23.49% | 5.22% | -49.66% | -20.36% |
VGT Vanguard Information Technology ETF | 21.11% | 21.77% | 29.30% | 52.66% |
Correlation
The correlation between ALTI and VGT is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2023 | 0.17 |
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Return for Risk
ALTI vs. VGT — Risk / Return Rank
ALTI
VGT
ALTI vs. VGT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alvarium Tiedemann Holdings Inc. (ALTI) and Vanguard Information Technology ETF (VGT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ALTI | VGT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.00 | ||
| Sortino ratioReturn per unit of downside risk | -2.27 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.30 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | -0.32 | 2.41 | -2.72 |
| Martin ratioReturn relative to average drawdown | -0.64 | 7.24 | -7.88 |
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Drawdowns
ALTI vs. VGT - Drawdown Comparison
The maximum ALTI drawdown since its inception was -83.64%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for ALTI and VGT.
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Drawdown Indicators
| ALTI | VGT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.64% | -54.63% | -29.01% |
Max Drawdown (1Y)Largest decline over 1 year | -45.86% | -16.40% | -29.46% |
Max Drawdown (3Y)Largest decline over 3 years | -72.22% | -27.23% | -44.99% |
Max Drawdown (5Y)Largest decline over 5 years | — | -35.07% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.07% | — |
Current DrawdownCurrent decline from peak | -76.95% | -9.36% | -67.59% |
Average DrawdownAverage peak-to-trough decline | -65.00% | -7.95% | -57.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 22.48% | 5.44% | +17.04% |
Volatility
ALTI vs. VGT - Volatility Comparison
Alvarium Tiedemann Holdings Inc. (ALTI) has a higher volatility of 16.88% compared to Vanguard Information Technology ETF (VGT) at 11.24%. This indicates that ALTI's price experiences larger fluctuations and is considered to be riskier than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ALTI | VGT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.88% | 11.24% | +5.64% |
Volatility (6M)Calculated over the trailing 6-month period | 43.14% | 18.57% | +24.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 55.87% | 22.70% | +33.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 86.19% | 25.55% | +60.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 86.19% | 24.75% | +61.44% |
Dividends
ALTI vs. VGT - Dividend Comparison
ALTI has not paid dividends to shareholders, while VGT's dividend yield for the trailing twelve months is around 0.38%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALTI Alvarium Tiedemann Holdings Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VGT Vanguard Information Technology ETF | 0.38% | 0.40% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% |
Frequently Asked Questions
ALTI and VGT have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ALTI has higher volatility (16.88%) compared to VGT (11.24%). In terms of maximum drawdown, ALTI dropped -83.64% vs VGT's -54.63%.
VGT currently has the higher Sharpe Ratio (1.74 vs -0.26), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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