+43.4%
ALCO price history and return analytics
+371.8%
-328.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.3% |
| 7D | -0.6% | +1.0% | -1.6% | -1.4% |
| 30D | +4.0% | -0.2% | +4.3% | +4.2% |
| 3M | -2.3% | +4.5% | -6.8% | -6.4% |
| 6M | -0.9% | +14.1% | -15.0% | -12.5% |
| YTD | +9.7% | +14.8% | -5.1% | -3.8% |
| 1Y | +16.8% | +21.2% | -4.3% | -2.5% |
| 3Y | +71.3% | +76.6% | -5.3% | +1.6% |
| 5Y | +20.7% | +66.6% | -45.9% | -26.2% |
| 10Y | +67.4% | +222.3% | -154.9% | -46.3% |
| All | +43.4% | +371.8% | -328.5% | -70.2% |
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