-11.1%
ALOY price history and return analytics
+15.2%
-26.3%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.1% | +1.7% | +8.4% | +5.4% |
| 7D | -9.0% | -0.3% | -8.7% | -7.9% |
| 30D | -17.9% | -1.4% | -16.4% | -14.2% |
| 3M | -39.0% | -1.4% | -37.6% | -35.4% |
| 6M | -29.5% | +5.5% | -35.0% | -35.9% |
| YTD | -17.7% | +12.8% | -30.6% | -35.5% |
| 1Y | -11.1% | +15.4% | -26.5% | -34.8% |
| All | -11.1% | +15.2% | -26.3% | -34.8% |
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