-87.3%
ALEC price history and return analytics
+150.2%
-237.6%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.2% | +9.3% | +9.2% |
| 7D | +3.6% | -2.3% | +5.9% | +8.1% |
| 30D | +19.3% | -5.0% | +24.2% | +30.1% |
| 3M | +25.1% | -4.9% | +30.0% | +35.8% |
| 6M | -10.9% | -1.5% | -9.4% | -8.5% |
| YTD | +46.8% | +8.5% | +38.3% | +29.9% |
| 1Y | +76.2% | +11.4% | +64.8% | +49.9% |
| 3Y | -58.1% | +70.1% | -128.2% | -80.5% |
| 5Y | -90.9% | +53.7% | -144.6% | -94.9% |
| All | -87.3% | +150.2% | -237.6% | -96.9% |
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