-30.2%
ALEC price history and return analytics
+75.6%
-105.8%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.1% | +2.8% | +1.7% |
| 7D | +15.4% | -0.7% | +16.0% | +17.4% |
| 30D | +26.4% | -1.7% | +28.2% | +31.7% |
| 3M | +25.8% | -2.3% | +28.1% | +32.0% |
| 6M | +28.3% | +1.5% | +26.8% | +24.6% |
| YTD | +68.6% | +12.0% | +56.5% | +34.2% |
| 1Y | +93.4% | +12.9% | +80.5% | +52.1% |
| All | -30.2% | +75.6% | -105.8% | -84.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling