+50.4%
ALLE price history and return analytics
+53.4%
-3.0%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.2% | -1.1% |
| 7D | -0.6% | -2.3% | +1.8% | +1.5% |
| 30D | +25.3% | -5.0% | +30.3% | +31.0% |
| 3M | +10.3% | -4.9% | +15.2% | +15.1% |
| 6M | +38.0% | -1.5% | +39.6% | +39.1% |
| YTD | +17.8% | +8.5% | +9.3% | +7.8% |
| 1Y | +13.6% | +11.4% | +2.2% | +1.3% |
| 3Y | +89.2% | +70.1% | +19.1% | +7.7% |
| All | +50.4% | +53.4% | -3.0% | -6.1% |
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