-71.0%
ALOY price history and return analytics
+221.4%
-292.4%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.2% |
| 7D | +1.1% | +1.0% | +0.1% | +0.4% |
| 30D | -17.8% | -0.2% | -17.5% | -17.5% |
| 3M | -28.8% | +4.5% | -33.3% | -30.3% |
| 6M | -42.3% | +14.1% | -56.4% | -46.0% |
| YTD | +24.6% | +14.8% | +9.9% | +16.8% |
| 1Y | +50.4% | +21.2% | +29.2% | +37.8% |
| 3Y | +238.6% | +76.6% | +162.0% | +161.7% |
| 5Y | -49.5% | +66.6% | -116.1% | -60.4% |
| 10Y | -71.0% | +222.3% | -293.3% | -79.4% |
| All | -71.0% | +221.4% | -292.4% | -79.4% |
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