-88.4%
ALEC price history and return analytics
+57.0%
-145.4%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.3% | +4.0% | +4.2% |
| 7D | +10.9% | +2.4% | +8.6% | +6.5% |
| 30D | +35.1% | -1.5% | +36.6% | +40.1% |
| 3M | +24.5% | -4.1% | +28.6% | +35.1% |
| 6M | +18.1% | +0.6% | +17.6% | +17.5% |
| YTD | +62.8% | +11.0% | +51.8% | +34.8% |
| 1Y | +111.7% | +13.3% | +98.3% | +68.6% |
| 3Y | -32.6% | +73.4% | -106.0% | -73.6% |
| All | -88.4% | +57.0% | -145.4% | -94.3% |
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 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