-98.9%
ALGS price history and return analytics
+103.8%
-202.7%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | +0.2% | -10.0% | -10.1% |
| 7D | -15.2% | -2.3% | -12.9% | -11.7% |
| 30D | -23.5% | -5.0% | -18.5% | -16.6% |
| 3M | -26.1% | -4.9% | -21.3% | -19.5% |
| 6M | -36.1% | -1.5% | -34.6% | -33.7% |
| YTD | -56.3% | +8.5% | -64.8% | -61.2% |
| 1Y | -42.7% | +11.4% | -54.0% | -51.3% |
| 3Y | -78.6% | +70.1% | -148.7% | -89.0% |
| 5Y | -99.0% | +53.7% | -152.8% | -99.4% |
| All | -98.9% | +103.8% | -202.7% | -99.5% |
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