-100.0%
ALLR price history and return analytics
+66.6%
-166.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | 0.0% |
| 7D | -12.6% | -2.0% | -10.6% | -10.4% |
| 30D | -12.6% | -1.4% | -11.2% | -11.1% |
| 3M | -16.1% | +4.7% | -20.8% | -20.3% |
| 6M | -1.6% | +11.4% | -12.9% | -12.6% |
| YTD | +15.7% | +13.1% | +2.7% | +0.5% |
| 1Y | -30.9% | +19.0% | -50.0% | -43.0% |
| 3Y | -99.8% | +73.9% | -173.8% | -99.9% |
| All | -100.0% | +66.6% | -166.6% | -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