+69.1%
ALLT price history and return analytics
+221.8%
-152.6%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +2.5% |
| 7D | -7.1% | +2.4% | -9.5% | -9.4% |
| 30D | -7.6% | -1.5% | -6.1% | -5.6% |
| 3M | +0.3% | -4.1% | +4.4% | +5.5% |
| 6M | +6.3% | +0.6% | +5.7% | +6.0% |
| YTD | -19.1% | +11.0% | -30.2% | -28.0% |
| 1Y | -8.1% | +13.3% | -21.4% | -20.0% |
| 3Y | +419.6% | +73.4% | +346.2% | +196.0% |
| 5Y | -35.5% | +57.4% | -92.9% | -59.2% |
| All | +69.1% | +221.8% | -152.6% | -48.9% |
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