-79.5%
ALGS price history and return analytics
+74.1%
-153.6%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.6% | -5.6% | -8.3% |
| 7D | -14.1% | +0.4% | -14.5% | -14.7% |
| 30D | -26.0% | -2.6% | -23.4% | -21.5% |
| 3M | -29.3% | -3.2% | -26.1% | -24.0% |
| 6M | -38.7% | +0.9% | -39.6% | -39.6% |
| YTD | -57.6% | +11.3% | -68.9% | -66.6% |
| 1Y | -44.1% | +14.0% | -58.1% | -58.7% |
| 3Y | -79.5% | +75.8% | -155.3% | -91.8% |
| All | -79.5% | +74.1% | -153.6% | -91.8% |
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