-78.7%
ALOY price history and return analytics
+53.4%
-132.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.2% | +4.3% | +4.2% |
| 7D | -8.3% | -2.3% | -6.0% | -4.9% |
| 30D | -22.8% | -5.0% | -17.8% | -17.0% |
| 3M | -42.7% | -4.9% | -37.8% | -38.0% |
| 6M | -41.3% | -1.5% | -39.8% | -38.4% |
| YTD | -24.3% | +8.5% | -32.8% | -27.6% |
| 1Y | -9.9% | +11.4% | -21.3% | -15.7% |
| 3Y | +240.3% | +70.1% | +170.2% | +118.2% |
| All | -78.7% | +53.4% | -132.1% | -81.7% |
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 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