+151.9%
ALOT price history and return analytics
+22.8%
+129.1%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | +1.4% | +3.1% | -1.7% | +0.6% |
| 30D | +1.4% | +3.1% | -1.7% | +0.6% |
| 3M | +89.5% | +2.4% | +87.1% | +87.9% |
| 6M | +219.3% | +9.6% | +209.7% | +202.9% |
| YTD | +235.1% | +14.8% | +220.3% | +212.3% |
| All | +151.9% | +22.8% | +129.1% | +142.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling