-16.2%
ALC price history and return analytics
+66.2%
-82.4%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.5% |
| 7D | -3.7% | +1.0% | -4.7% | -4.5% |
| 30D | -3.7% | -0.2% | -3.5% | -3.6% |
| 3M | +4.6% | +4.5% | 0.0% | 0.0% |
| 6M | -14.6% | +14.1% | -28.7% | -25.2% |
| YTD | -11.9% | +14.8% | -26.6% | -23.3% |
| 1Y | -13.1% | +21.2% | -34.3% | -28.4% |
| 3Y | -15.0% | +76.6% | -91.6% | -52.0% |
| 5Y | -16.2% | +66.6% | -82.8% | -49.1% |
| All | -16.2% | +66.2% | -82.4% | -49.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling