-59.5%
ALGT price history and return analytics
+65.7%
-125.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.8% |
| 7D | +2.4% | -0.1% | +2.5% | +2.6% |
| 30D | -14.5% | -0.7% | -13.8% | -13.4% |
| 3M | -11.7% | +4.0% | -15.7% | -17.1% |
| 6M | -7.2% | +12.3% | -19.5% | -22.8% |
| YTD | -10.2% | +14.0% | -24.2% | -26.9% |
| 1Y | +26.0% | +20.3% | +5.7% | -5.9% |
| 3Y | -6.0% | +75.4% | -81.4% | -59.3% |
| 5Y | -59.5% | +66.0% | -125.5% | -80.7% |
| All | -59.5% | +65.7% | -125.2% | -80.7% |
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