+215.3%
ALLE price history and return analytics
+221.8%
-6.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.3% |
| 7D | +3.6% | +2.4% | +1.2% | +1.2% |
| 30D | +25.9% | -1.5% | +27.4% | +27.5% |
| 3M | +15.8% | -4.1% | +19.9% | +20.4% |
| 6M | +48.1% | +0.6% | +47.5% | +46.4% |
| YTD | +22.0% | +11.0% | +10.9% | +8.6% |
| 1Y | +18.0% | +13.3% | +4.7% | +2.9% |
| 3Y | +93.1% | +73.4% | +19.7% | +7.0% |
| 5Y | +52.1% | +57.4% | -5.4% | -6.5% |
| All | +215.3% | +221.8% | -6.5% | -13.6% |
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 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