-98.3%
ALGS price history and return analytics
+116.7%
-215.0%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.1% | -0.1% |
| 7D | -10.1% | +0.4% | -10.6% | -10.7% |
| 30D | +31.0% | +1.0% | +30.0% | +28.9% |
| 3M | +16.3% | +2.4% | +13.9% | +11.9% |
| 6M | -9.5% | +12.0% | -21.5% | -24.1% |
| YTD | -33.4% | +15.3% | -48.7% | -46.7% |
| 1Y | -42.2% | +22.6% | -64.8% | -57.9% |
| 3Y | -71.4% | +74.7% | -146.1% | -86.2% |
| 5Y | -98.5% | +66.1% | -164.7% | -99.2% |
| All | -98.3% | +116.7% | -215.0% | -99.3% |
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 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