-100.0%
ALLR price history and return analytics
+63.6%
-163.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.3% | +4.7% | +4.7% |
| 7D | -1.1% | +2.4% | -3.5% | -3.9% |
| 30D | +9.3% | -1.5% | +10.8% | +11.2% |
| 3M | -29.9% | -4.1% | -25.7% | -26.4% |
| 6M | -38.1% | +0.6% | -38.6% | -38.2% |
| YTD | -11.7% | +11.0% | -22.7% | -21.8% |
| 1Y | -19.8% | +13.3% | -33.2% | -30.5% |
| 3Y | -99.7% | +73.4% | -173.1% | -99.8% |
| All | -100.0% | +63.6% | -163.6% | -100.0% |
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