-92.9%
ALLO price history and return analytics
+63.7%
-156.5%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +3.3% |
| 7D | -11.1% | -2.0% | -9.1% | -7.7% |
| 30D | -17.0% | -1.4% | -15.6% | -14.6% |
| 3M | -1.1% | +4.7% | -5.9% | -9.3% |
| 6M | -35.1% | +11.4% | -46.4% | -46.5% |
| YTD | +28.5% | +13.1% | +15.4% | +3.5% |
| 1Y | +58.6% | +19.0% | +39.5% | +18.4% |
| 3Y | -56.9% | +73.9% | -130.8% | -83.0% |
| 5Y | -92.9% | +65.4% | -158.3% | -96.6% |
| All | -92.9% | +63.7% | -156.5% | -96.6% |
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 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