-86.3%
ALEC price history and return analytics
+164.7%
-251.1%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +1.2% |
| 7D | +2.9% | +1.0% | +1.9% | +1.2% |
| 30D | +38.8% | -0.2% | +39.0% | +39.0% |
| 3M | +50.6% | +4.5% | +46.1% | +39.6% |
| 6M | +23.5% | +14.1% | +9.4% | -0.1% |
| YTD | +58.3% | +14.8% | +43.6% | +27.5% |
| 1Y | -10.5% | +21.2% | -31.7% | -33.2% |
| 3Y | -56.7% | +76.6% | -133.2% | -81.0% |
| 5Y | -88.6% | +66.6% | -155.2% | -94.4% |
| All | -86.3% | +164.7% | -251.1% | -97.0% |
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