-92.9%
ALLO price history and return analytics
+162.0%
-254.8%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | -0.1% |
| 7D | -9.6% | -1.1% | -8.5% | -8.1% |
| 30D | -14.0% | -1.0% | -13.0% | -12.6% |
| 3M | -5.3% | +3.2% | -8.5% | -9.5% |
| 6M | -32.3% | +12.5% | -44.8% | -42.4% |
| YTD | +29.9% | +14.1% | +15.9% | +9.0% |
| 1Y | +52.1% | +18.9% | +33.2% | +22.0% |
| 3Y | -56.7% | +74.1% | -130.8% | -78.4% |
| 5Y | -92.8% | +66.9% | -159.7% | -96.1% |
| All | -92.9% | +162.0% | -254.8% | -97.6% |
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