-57.9%
ALLO price history and return analytics
+74.2%
-132.1%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.6% | -6.3% | -5.8% |
| 7D | -12.6% | -0.1% | -12.5% | -12.3% |
| 30D | -17.6% | -0.7% | -16.9% | -16.4% |
| 3M | -4.9% | +4.0% | -8.9% | -11.9% |
| 6M | -30.8% | +12.3% | -43.1% | -44.6% |
| YTD | +26.3% | +14.0% | +12.3% | -1.3% |
| 1Y | +51.8% | +20.3% | +31.5% | +9.3% |
| All | -57.9% | +74.2% | -132.1% | -87.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling