-79.2%
ALOY price history and return analytics
+223.7%
-302.9%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +2.6% | +9.2% | +10.0% |
| 7D | +8.2% | +0.4% | +7.8% | +8.5% |
| 30D | -6.4% | -2.6% | -3.8% | -4.1% |
| 3M | -44.2% | -3.2% | -40.9% | -42.4% |
| 6M | -30.7% | +0.9% | -31.7% | -29.9% |
| YTD | -15.4% | +11.3% | -26.7% | -18.4% |
| 1Y | -4.2% | +14.0% | -18.2% | -8.6% |
| 3Y | +287.0% | +75.8% | +211.2% | +204.6% |
| 5Y | -75.9% | +57.8% | -133.7% | -80.5% |
| 10Y | -79.2% | +219.8% | -299.0% | -83.1% |
| All | -79.2% | +223.7% | -302.9% | -83.1% |
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