+617.0%
ALG price history and return analytics
+355.4%
+261.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.4% |
| 7D | -5.9% | -0.1% | -5.8% | -5.7% |
| 30D | -8.1% | -3.1% | -5.1% | -5.0% |
| 3M | -17.1% | -3.5% | -13.6% | -13.9% |
| 6M | -14.3% | +0.5% | -14.8% | -15.0% |
| YTD | -16.1% | +10.8% | -26.9% | -25.2% |
| 1Y | -14.8% | +11.9% | -26.7% | -25.0% |
| 3Y | -20.9% | +73.0% | -93.9% | -57.2% |
| 5Y | -8.5% | +58.6% | -67.1% | -46.1% |
| 10Y | +106.4% | +219.2% | -112.8% | -45.2% |
| All | +617.0% | +355.4% | +261.5% | +6.6% |
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