-100.0%
ALLR price history and return analytics
+64.1%
-164.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.5% |
| 7D | -6.4% | +2.9% | -9.2% | -9.5% |
| 30D | +5.1% | -2.5% | +7.6% | +8.2% |
| 3M | -34.7% | -3.3% | -31.4% | -32.2% |
| 6M | -39.9% | +1.5% | -41.4% | -40.7% |
| YTD | -15.4% | +11.4% | -26.7% | -25.3% |
| 1Y | -28.0% | +11.9% | -39.9% | -36.6% |
| 3Y | -99.7% | +73.9% | -173.6% | -99.8% |
| All | -100.0% | +64.1% | -164.1% | -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