+77.5%
ALLO vs VT
+23.3%
+54.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -2.5% | +0.4% | -2.9% | -3.5% |
| 30D | +1.0% | +1.0% | +0.1% | -1.0% |
| 3M | -3.4% | +2.4% | -5.8% | -8.2% |
| 6M | -22.1% | +12.0% | -34.1% | -41.5% |
| YTD | +43.8% | +15.3% | +28.5% | -2.1% |
| 1Y | +77.5% | +22.6% | +54.9% | +2.3% |
| All | +77.5% | +23.3% | +54.1% | +2.3% |
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 2025-09-04 to 2026-09-04: 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling