-62.8%
ALLO price history and return analytics
+75.6%
-138.4%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.1% | -4.4% | -5.4% |
| 7D | -24.4% | -0.7% | -23.7% | -23.3% |
| 30D | -35.7% | -1.7% | -34.0% | -33.3% |
| 3M | -57.5% | -2.3% | -55.2% | -55.4% |
| 6M | -60.5% | +1.5% | -62.0% | -61.4% |
| YTD | -34.3% | +12.0% | -46.4% | -46.5% |
| 1Y | -27.4% | +12.9% | -40.3% | -41.5% |
| All | -62.8% | +75.6% | -138.4% | -89.4% |
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