-92.1%
ALLO vs VT
+164.9%
-257.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -2.5% | +0.4% | -2.9% | -3.1% |
| 30D | +1.0% | +1.0% | +0.1% | -0.3% |
| 3M | -3.4% | +2.4% | -5.8% | -6.5% |
| 6M | -22.1% | +12.0% | -34.1% | -33.2% |
| YTD | +43.8% | +15.3% | +28.5% | +18.7% |
| 1Y | +77.5% | +22.6% | +54.9% | +36.4% |
| 3Y | -51.4% | +74.7% | -126.0% | -75.9% |
| 5Y | -92.3% | +66.1% | -158.4% | -95.8% |
| All | -92.1% | +164.9% | -257.0% | -97.4% |
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