+65.5%
ALCO price history and return analytics
+229.8%
-164.2%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.9% |
| 7D | -2.2% | -1.1% | -1.0% | -1.4% |
| 30D | -4.9% | -1.0% | -3.9% | -4.2% |
| 3M | -3.4% | +3.2% | -6.5% | -5.7% |
| 6M | +2.9% | +12.5% | -9.6% | -6.1% |
| YTD | +9.2% | +14.1% | -4.9% | -1.5% |
| 1Y | +16.5% | +18.9% | -2.5% | +1.8% |
| 3Y | +70.4% | +74.1% | -3.6% | +12.1% |
| 5Y | +21.7% | +66.9% | -45.1% | -18.5% |
| All | +65.5% | +229.8% | -164.2% | -39.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling