-47.2%
ALGT price history and return analytics
+59.8%
-107.0%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | -0.3% |
| 7D | +18.1% | -0.7% | +18.8% | +18.6% |
| 30D | +29.0% | -1.7% | +30.8% | +32.7% |
| 3M | +9.0% | -2.3% | +11.3% | +13.5% |
| 6M | +21.3% | +1.5% | +19.7% | +18.9% |
| YTD | +12.9% | +12.0% | +0.8% | -5.6% |
| 1Y | +44.2% | +12.9% | +31.3% | +19.3% |
| 3Y | +72.9% | +74.9% | -2.1% | -25.4% |
| 5Y | -47.2% | +59.9% | -107.1% | -72.6% |
| All | -47.2% | +59.8% | -107.0% | -72.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling