+45.5%
ALLT price history and return analytics
+229.7%
-184.2%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.8% | -1.7% |
| 7D | +0.8% | -0.1% | +0.9% | +1.0% |
| 30D | -0.4% | -0.7% | +0.3% | +0.4% |
| 3M | +4.3% | +4.0% | +0.3% | -0.2% |
| 6M | +6.7% | +12.3% | -5.6% | -6.4% |
| YTD | -23.5% | +14.0% | -37.5% | -34.1% |
| 1Y | -13.9% | +20.3% | -34.2% | -29.7% |
| 3Y | +213.3% | +75.4% | +137.9% | +75.2% |
| 5Y | -51.0% | +66.0% | -117.0% | -70.7% |
| All | +45.5% | +229.7% | -184.2% | -53.2% |
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