-49.8%
ALLT price history and return analytics
+66.8%
-116.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.6% |
| 7D | +2.0% | +1.0% | +1.0% | +0.6% |
| 30D | -1.4% | -0.2% | -1.2% | -1.1% |
| 3M | +2.7% | +4.5% | -1.9% | -3.0% |
| 6M | +13.4% | +14.1% | -0.7% | -4.2% |
| YTD | -21.6% | +14.8% | -36.3% | -34.4% |
| 1Y | -11.7% | +21.2% | -32.9% | -30.6% |
| 3Y | +221.2% | +76.6% | +144.7% | +71.0% |
| All | -49.8% | +66.8% | -116.5% | -68.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling