-95.8%
ALLO vs VT
+149.1%
-245.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.2% | -4.8% | -4.9% |
| 7D | -11.9% | -2.3% | -9.5% | -8.5% |
| 30D | -27.3% | -5.0% | -22.3% | -21.3% |
| 3M | -47.2% | -4.9% | -42.3% | -42.9% |
| 6M | -55.0% | -1.5% | -53.4% | -53.6% |
| YTD | -24.1% | +8.5% | -32.6% | -31.2% |
| 1Y | -1.0% | +11.4% | -12.3% | -13.3% |
| 3Y | -67.1% | +70.1% | -137.2% | -83.0% |
| 5Y | -94.8% | +53.7% | -148.6% | -96.9% |
| All | -95.8% | +149.1% | -245.0% | -98.5% |
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